Constantia Capital LLC
Constantia Capital LLC (CRD# 167095) is a financial advisory firm headquartered in Lawrence Township, NJ. They manage $13,060,589 in 33 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management13MILLION
Total Number of Accounts33ACCOUNTS
Average Account Value$395,775
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
NJ, NY, PA
Harvey Fram (CRD# 2154776) is an Investment Manager (as opposed to an Investment Advisor), founder and lead Portfolio Manager at Constantia Capital LLC in Lawrence Township, NJ and has over 24 years of experience in the finance industry.
Avoid Fees on top of Fees !! More info at www.ConstantiaQuant.com
We offer a suite of Investment Stategies with a proven track record of beating their respective benchmarks:
* Merger-Arbitrage, a fixed-income alternative, earned 6% annlzd since inceptn.
* Large-Cap 130/30 - exceeded the Russell 1000 by 2% annlzd since inceptn.
* Small-Cap 130/30 - exceeded the Russell 2000 by 4% annlzd since inceptn.
I have a long history of managing portfolios using strong risk controls and diversification. Our Large-Cap and Small-Cap strategies are managed using a quantitative model that I developed and enhnaced our more than 15 years in the industry.
Phillip Fine (CRD# 5182758) is an Investment Advisor Representative working at Constantia Capital LLC in Lawrence Township, NJ and has 1 year of experience in the finance industry.