Falists
← Back to search

CONVEXITAS

CONVEXITAS, LLC

CRD 315145 · SEC 801-132451

Visit website

444 W LAKE STREET, 17TH FLOOR, CHICAGO, IL, 60606, United States

Phone

312-210-9650

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$151.3M

Discretionary AUM

$151.3M

Team

4 total employees; 2 advisory reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
Pooled investment vehicles1$3.7M
Other investment advisers10$147.6M

States served

TX

All web addresses on file

Official SEC filing: View on IAPD