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CONVOY INVESTMENTS, LLC
CRD 174969 · SEC 801-81014
DE, United States
Phone
302-319-3659
Fax
270-817-0032
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$261.6M
Discretionary AUM
$261.6M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-02-10
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Publication of periodicalsPORTFOLIO MANAGEMENT FOR FAMILY OFFICES
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 22 | $201.7M |
| Pooled investment vehicles | 4 | $24.4M |
| Corporations/business entities | 6 | $35.5M |
States served
DE
All web addresses on file
Official SEC filing: View on IAPD