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Quadrant Capital Group LLC
Patrick A. Lafley · Investment Advisor · Multi-Strategy
Quadrant Capital Group LLC, primarily operating under the brand Constellation Wealth Advisors, is an independent investment advisory firm based in Cincinnati, Ohio. Founded in 2008, the firm serves as a multi-family office providing comprehensive wealth management, financial planning, and institutional-grade investment solutions to high-net-worth individuals and families. The institution is known for its sophisticated approach to portfolio construction, combining traditional public market investments with specialized private capital opportunities. By maintaining an independent, fiduciary-focused model, Quadrant Capital Group has grown into a significant regional player, managing several billion dollars in assets while focusing on long-term capital preservation and generational wealth transfer.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +16.1% |
| YTD return | +11.3% |
| Sharpe ratio | 3.63 |
| Win rate | 58% |
| AUM | $1.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 16, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://quadrantpcs.com/ |
Current Holdings
Updated on Sep 16, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 16.4% | +28.3% |
| NVDA | NVIDIA Corporation | 13.9% | +13.4% |
| GOOGL | Alphabet Inc Class A | 12.6% | +35.5% |
| MSFT | Microsoft Corporation | 8.5% | -0.9% |
| AMZN | Amazon.com Inc | 6.7% | +10.2% |
| AVGO | Broadcom Inc | 5.0% | -0.5% |
| TSM | Taiwan Semiconductor Manufacturing | 4.0% | +36.9% |
| META | Meta Platforms Inc. | 3.8% | -3.8% |
| JPM | JPMorgan Chase & Co | 3.2% | +12.9% |
| PG | Procter & Gamble Company | 3.2% | -2.7% |
| TSLA | Tesla Inc | 3.0% | -19.7% |
| BRK-A | Berkshire Hathaway Inc | 2.9% | +5.3% |
| LLY | Eli Lilly and Company | 2.6% | +27.7% |
| ASML | ASML Holding NV ADR | 2.5% | +45.3% |
| MU | Micron Technology Inc | 2.4% | +22.2% |
| JNJ | Johnson & Johnson | 2.0% | +35.5% |
| TGT | Target Corporation | 2.0% | +30.8% |
| AMD | Advanced Micro Devices Inc | 1.9% | +8.3% |
| V | Visa Inc. Class A | 1.8% | +12.6% |
| XOM | Exxon Mobil Corp | 1.7% | +10.7% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Jul 20, 2026 | SELL | ASML | 2.5% → 2.5% |
| Jul 20, 2026 | BUY | TGT | 1.9% → 2.0% |
| Jul 20, 2026 | BUY | LLY | 2.6% → 2.6% |
| Jul 20, 2026 | BUY | V | 1.8% → 1.8% |
| Jul 20, 2026 | BUY | BRK-A | 2.8% → 2.9% |
Investment Style Analysis
Quadrant Capital Group LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 16, 2026, the firm oversees approximately $1.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Jul 20, Quadrant Capital Group LLC made a significant move by reducing the position in ASML. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Quadrant Capital Group employs a process-driven investment philosophy that emphasizes a "Total Client Experience" through customized portfolio management. Their strategy integrates broad global diversification in liquid public markets with high-conviction alternative investments in private equity, private credit, and real assets. The firm focuses on identifying value-add, niche opportunities across various asset classes to enhance risk-adjusted returns. Rooted in disciplined risk management and strategic asset allocation, their approach is designed to provide institutional-quality access to private markets while aligning investment outcomes with the specific long-term goals and risk tolerances of multi-generational families.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Quadrant Capital Group LLC.
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Frequently asked questions
How is the simulated portfolio for Quadrant Capital Group LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Quadrant Capital Group LLC's largest holding?
As of the latest filing, Quadrant Capital Group LLC's top position is Apple Inc (AAPL), representing 16.4% of the portfolio. This reflects a high-conviction bet by the institution.
What is Quadrant Capital Group LLC's historical performance and risk profile?
Our simulation indicates a total return of +16.1% with a win rate of 58%. Notably, the portfolio maintains a Sharpe Ratio of 3.63, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Quadrant Capital Group LLC primarily invest in?
Quadrant Capital Group LLC has a strong preference for the Semiconductors sector, which makes up 27.1% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Quadrant Capital Group LLC's portfolio concentrated or diversified?
Quadrant Capital Group LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 42.9% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Quadrant Capital Group LLC performed in 2026?
Our AI-simulated model portfolio for Quadrant Capital Group LLC tracks a Year-to-Date (YTD) return of +11.3%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Patrick A. Lafley manage Quadrant Capital Group LLC directly?
Yes, Patrick A. Lafley serves as the key portfolio manager for Quadrant Capital Group LLC, overseeing the investment strategy and final capital allocation decisions.