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| Happy Holidays!! thanks for using AUM13F!! |
| Convoy Investments LLC
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|---|---|
| CRD # | 174969 |
| SEC # | 801-81014 |
| CIK # | 0001754407 |
| AUM | $218.6 M (2025-03-24) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 302-319-3659 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Convoy Plus Fund LP | [2021-03-11] | 2.5 | 1.3 |
| HF | Convoy Funds LP | [2015-02-16] | 16.9 | 13.0 |
| 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) | 21 | 179.1 |
| (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 | 4 | 15.4 |
| (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 | 0 | 0.0 |
| (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 | 24.1 |
| (n) Other | 0 | 0.0 |
| Total | 29 | 218.6 |
| By Discretionary | ||
| Discretionary | 29 | 218.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 29 | 218.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 217.4 | |
| Total | 29 | 218.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Howard Wang | 5 | ||
| Wenquan Wu | 5 | ||
| Convoy Investments | 3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001754407] |
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