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| Keyboard |
| Convexitas LLC
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|---|---|
| CRD # | 315145 |
| SEC # | 801-132451 |
| CIK # | 0002040132 |
| AUM | 151.3 M (2026-03-31) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 312-210-9650 |
| Address | 444 W Lake Street Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 3.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 10 | 147.6 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 11 | 151.3 |
| By Discretionary | ||
| Discretionary | 11 | 151.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 11 | 151.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 151.3 | |
| Total | 11 | 151.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bartley Financial Advisors LLC
✚
|
NH | 151.6 M |
|
Bright Investments LLC
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|
Cramer & Rauchegger Inc
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|
Skyliner Wealth LLC
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Greenway Financial LLC
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|
Redwood Grove Wealth Management LLC
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|
Sunrise Financial Services LLC
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WA | 151.2 M |
|
Outbound Financial Inc
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|
CO | 151.2 M |
|
Horizons Sustainable Financial Services Inc
✚
|
NM | 151.2 M |
|
Omicron Advisors LLC
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