Constitution Capital
Access Fund


Providing greater access to a broad portfolio of institutional-quality private equity assets

Class I Share

$10.90 NAV as of December 31, 2023

Note: Ex-distribution date is December 1, 2023

access
Access

Opportunity to invest in world class private equity assets traditionally limited to large, institutional investors

structure
Structure

Specifically designed to reduce challenges of traditional private equity vehicles by offering lower investment thresholds, regular liquidity, and 1099 tax reporting

evergreen
Evergreen

Provides perpetual reinvestment option for investors to grow and develop along side a diversified portfolio of private assets

strategy
Proven Strategy

Leverages Constitution Capital’s established investment platform and distinct institutional relationships

performance
Performance

Potential for attractive, stable returns over the medium and long term

Introduction to the Constitution Capital Access Fund

Introduction to Private Equity Investing

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What is Private Equity?
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What is a Co-Investment?
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What is a Primary Fund Investment?
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What is Secondary Fund Investment?

Returns Summary

As of December 31, 2023


Class I Share - Growth of $100K (Since Inception)

40_Act_Fund graphics

The Growth of $100K chart is hypothetical based on the performance of Class I Shares. It includes the investment of dividends and capital gains. It does not reflect the deduction of other fees and expenses; in which case the performance would have been lower. The performance data quoted represents past performance and is no guarantee of future results. Returns quoted less than one year are cumulative. Your returns and the principal value of your investment will fluctuate so that your accumulation units or shares, when redeemed, may be worth less or more than their original cost. Current performance may be lower or higher than the performance quoted above. For the most recent month-end performance, please call (978) 749-9600. Total Annual Expenses as of the most recent prospectus I 2.51%; D 2.76%; and A 3.21%.

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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
$25,000 Initial, $1,000 thereafter
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.

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Portfolio Construction 6

Single allocation exposure to a broad range of high-quality private market assets

Investment Type 4
Sector
Geography
Vintage 5

Constitution Capital Partners Overview

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
$5.3bn
Assets under Management
16
Years of Operations
3,100+
Investments Reviewed Through Proprietary Sourcing

Experienced Leadership
290+
Investments Completed by Senior Management
34
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
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
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
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
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
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