Access
Opportunity to invest in world class private equity assets traditionally limited to large, institutional investors
Structure
Specifically designed to reduce challenges of traditional private equity vehicles by offering lower investment thresholds, regular liquidity, and 1099 tax reporting
Evergreen
Provides perpetual reinvestment option for investors to grow and develop along side a diversified portfolio of private assets
Proven Strategy
Leverages Constitution Capital’s established investment platform and distinct institutional relationships
Performance
Potential for attractive, stable returns over the medium and long term
Investor Friendly Fund Structure
Solving Common Barriers for Accessing Private Equity and Alternative Investment Vehicles
Constitution Capital Access Fund
Traditional Private Equity Fund 2
Low
Investment
Minimums
High
$1,000,000 - $5,000,000
None
Subscription funded upfront with single initial investment
Capital Calls
Sporadic
Uncertain timing, difficult for cash flow planning
Simplified
Form 1099
Tax Reporting
Complex
Schedule K-1
Periodic
Potential for limited liquidity with quarterly tender offers 1
Liquidity
None
10- to 14-year terms, with possible
extensions and no liquidity
Perpetual
Accepted Monthly
Subscriptions
Limited
Upon launch of new fund every three to five years
Accessible
Accredited + Qualified Clients 3
Investor Eligibility
Restricted
Qualified Purchaser
Constitution Capital Access Fund Core Strategy
Direct Investments 4
Focused heavily on direct investment positions in the equity or debt of operating companies that provide an efficient deployment of capital while seeking long-term appreciation
Primary Investments 4
Commitments to new private equity funds increase vintage 5 diversification and promote strong, long-term industry relationships
Secondary Investments 4
Purchases of existing interests of closed-end private funds provide early cash benefits and the potential for long-term capital appreciation
What makes Constitution Capital Private Markets Fund unique
Deep Industry Relationships
Relationships with top-performing, sector-focused fund managers provide exposure to hard to access / oversubscribed funds and access to high-conviction co-investment opportunities.
Constitution Capital’s industry relationships allow for enhanced sourcing and access to hard to reach investment opportunities.
Consistent, Process-Driven Approach to Investment Underwriting
Since its inception, Constitution Capital has consistently employed a detailed underwriting process focused on identifying growing businesses with strong management teams, realistic value-creation plans, and appropriate downside protection.
Investments require multi-stage investment committee approval to ensure the Firm only invests in high-conviction opportunities.
Consistent focus on investing within the North American middle market and within the Firm’s core sectors: (i) consumer, (ii) healthcare, and (iii) industrial and business services.
Experienced, Cohesive Team
Constitution Capital’s senior leaders have invested together for over 33 years, completing 260 investments over the course of their careers.
Hands-On Investment Approach
Constitution Capital is an active investor that seeks to add value to funds and companies in which it invests.
Portfolio Construction 6
Single allocation exposure to a broad range of high-quality private market assets
Investment Type 4
Sector
Geography
Vintage 5
The Power of the Constitution Capital Investment Platform 7
The Fund gains significant advantages being integrated into the broader Constitution Capital investment platform
Established Investment Platform
$4.8bn
Assets under Management
15
Years of Operations
2,800+
Investments Reviewed Through Proprietary Sourcing
Experienced Leadership
270+
Investments Completed by Senior Management
33
Years Senior Team has Worked Together
100%
Senior Management Retention
Team
Drawing on decades of private equity investment and operations experience, the Bow River team consists of investment and operations professionals, working together to identify the most compelling investment opportunities for investors and ensuring that the fund meets all regulatory, operations and service requirements.
Investment & Distribution Team:
Jeremy Held
Managing Director
- 20+ years of registered fund experience
- Chief Investment Officer, ALPS Advisors
- Oversaw $20 billion in registered fund AUM
- Investment Committee, Voting Member
Michael Trihy
Director & Portfolio Manager
- 10+ years of PE experience including managing evergreen private equity strategies
- Portfolio Manager, Partners Group
- Client Portfolio Manager, Red Rocks Capital
- Investment Committee, Voting Member
Rich Wham
Chairman
- Oversees operations and new fund opportunities across the Firm
- Westfield Company, Inc., Partner
- University of Colorado
- Investment Committee, Voting Member
Jennifer Levesque
Vice President, Intermediary Distribution
- 15+ years at ALPS Advisors Inc.
- 10+ years RIA business development
- CIMA®
- MBA from Regis University, BS from The University of New Hampshire
Joseph Stork
Analyst
- Analyst, Great-West Investments
- BA in Economics, Colorado State University
- CFA Charterholder
News
Contact Us
- Constitution Capital Access Fund
- Email: info@ccaf.com
- Phone: 978.749.9600