Constellation Wealth Capital has staked its latest firm: Procyon Partners, an $8 billion RIA based in Connecticut and part of the Dynasty Financial Partners network. Procyon CEO and Co-Founder Phil ...
Procyon Partners is honing in on its first deals following Constellation Wealth Partners taking a minority stake in the firm earlier this month, with one large RIA acquisition set to close by the end ...
Karl Heckenberg’s private equity firm Constellation Wealth Capital is buying a minority stake in Procyon Partners, a registered investment advisory firm that oversees more than $8 billion in assets.