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CONVEXITAS

Business and Investment Profile

The CONVEXITAS is a privately held investment adviser that advises $151.3mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. CONVEXITAS is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 5,960.67% over the last 4-years.

Regulatory Profile

The Group has been registered with the SEC for 1.28 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 444 W LAKE STREET 17TH FLOOR, CHICAGO, ILLINOIS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 4 employees comprised of 2 investment and 2 non-investment staff. The total number of Employees increased by 100% over the last 5-years.

Asset Profile

Their $151.3mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 10 other accounts. Assets of Other Investment Advisers clients own $147.57mn or 97.54% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $3.72mn or 2.46% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 2 types of clients, top clients are Other Investment Advisers and Pooled Investment Vehicles (Not IC or BDC).

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses management fees.

Sub-Advisers

CONVEXITAS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: CONVEXITAS

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Keywords: Convexitas
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