CFO - Accounting & Finance


Accounting rules, tax obligations, regulatory reporting and calls for greater transparency by investors, governmental authorities and other stakeholders are forcing a constant evolution in the reporting of investment managers. Our team of investment management accounting experts help clients solve the most complex issues.

Who we serve

At Constellation, we assist investment management firms, Chief Financial Officers, controllers and other professionals establish and operate a strong tax and financial reporting foundation.

What we do

We provide senior-level personnel to operate as outsourced CFOs and accountants. Whether a start-up or well established firm, strategic outsourcing often allows firms to be nimble and cost-effective. Whether choosing a retail bank or employee benefit plans to requiring assistance with personal tax preparation and financial reporting, we can establish, oversee, and streamline your current processes and procedures to improve business efficiencies and effectiveness.

How we do it

Our team brings experience from several different environments including Big Four service firms, accounting firms and asset management firms. At Constellation, our team of experts appropriately leverages your internal capabilities with our senior-level personnel to provide clients with a higher level of experience and expertise than they might otherwise be able to utilize in-house. Each client is individually assessed and a customized program is developed to provide the highest quality of service regardless of the size or tenure of your firm. Our success is gauged by the accuracy and professionalism your investors and other stakeholders experience, from the seamless outsourcing of your CFO, accounting, and tax functions.

Business Advisory & Consulting


Increasing efficiencies, performance, and enhancing entire organizations

CFO - Accounting & Finance


From shadow NAV calculations to outsourced CFO services

COO - Operations & Trade Support


Infrastructure support that gives you the peace of mind to focus on the front office

CCO - Regulatory & Compliance


Formulating and executing regulatory and compliance strategies in an ever-changing environment