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CONWAY PARTNERS
CONWAY PARTNERS MANAGEMENT, LLC
CRD 319013 · SEC 801-123446
Advisory firmLLC
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
CA, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$166.3M
Discretionary AUM
$160.6M
Team
2 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $3.6M |
| High net worth individuals | 70 | $138.6M |
States served
CA, NV, NY, OR, TX, HI
All web addresses on file
Official SEC filing: View on IAPD