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| Convoy Investments LLC
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| CRD # | 174969 |
| SEC # | 801-81014 |
| CIK # | 0001754407 |
| AUM | 261.6 M (2026-02-10) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 302-319-3659 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Convoy AI Fund LP | [2026-02-10] | 2.2 M | 2.3 M |
| Filed 2026-03-27 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Convoy Plus Fund LP | [2021-03-11] | 2.5 M | 1.3 M |
| Filed 2025-04-15 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Convoy Funds LP | [2015-02-16] | 16.9 M | 16.1 M |
| Filed 2025-04-15 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 22 | 201.7 |
| (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 | 24.4 |
| (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 | 6 | 35.5 |
| (n) Other | 0 | 0.0 |
| Total | 32 | 261.6 |
| By Discretionary | ||
| Discretionary | 32 | 261.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 32 | 261.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.9 | |
| United States Persons | 255.7 | |
| Total | 32 | 261.6 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Howard Wang | Executive Officer | 5 | 2 | |
| Wenquan Wu | Executive Officer | 5 | 2 | |
| Convoy Investments | Executive Officer | 3 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001754407] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail, Research |
| Fund Types | Hedge Fund |
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