|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Conway Investment Research LLC
✚
|
|
|---|---|
| CRD # | 154659 |
| SEC # | 801-110312 |
| CIK # | |
| AUM | $1.3 B (2025-03-31) |
| Employees | 20 (65% Investors, 5% Brokers) |
| Phone | 314-721-9696 |
| Address | 165 North Meramec Saint Louis, MO 63105 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Conway Offshore IEAF Ltd | [2024-03-28] | 6.5 | 13.6 |
| HF | Conway - Thompson Thrift 2023 Access Fund LP | [2024-03-28] | 6.3 | 6.8 |
| HF | Conway RIEF Offshore Access Fund Ltd | 2021-03-31 | 9.3 | |
| HF | Conway RIEF Onshore Access Fund LLC | [2018-03-30] | 234.2 | 192.3 |
| HF | BG Diversified LLC | [2017-03-29] | 1.3 | 20.4 |
| HF | Conway Offshore Access Fund Ltd | 2016-03-30 | 377.9 | |
| HF | Conway Onshore Access Fund LLC | 2016-03-30 | 463.5 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 9 | 1,161.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 133.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 12 | 1,294.3 |
| By Discretionary | ||
| Discretionary | 2 | 95.0 |
| Non-Discretionary | 10 | 1,199.2 |
| Total | 12 | 1,294.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 391.6 | |
| United States Persons | 902.7 | |
| Total | 12 | 1,294.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| James Kattan | 102 | ||
| Darragh Murphy | 8 | ||
| Conway Investment Research LLC | 4 | ||
| Jeremy Bell | 7 | ||
| Roger Brown | 7 | ||
| Thomas Margulis | 5 | ||
| Richard Baur | 5 | ||
| CIR Feeder Fund Management LLC | 4 | ||
| Conway Private Funds GP LLC | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Deschutes Portfolio Strategy LLC
✚
|
OR | 1.5 |
|
Tower Bridge Advisors Inc
✚
|
PA | 1.3 |
|
Hollow Brook Wealth Management LLC
✚
|
NY | 1.2 |
|
Ballew Advisors Inc
✚
|
MS | 1.1 |
|
The Leuthold Group LLC
✚
|
MN | 1.1 |
|
Generation Capital Management LLC
✚
|
NY | 1.0 |
|
Toews Corporation
✚
|
NJ | 0.9 |
|
Ashford Capital Management Inc
✚
|
DE | 0.9 |
|
Elgethun Capital Management
✚
|
SD | 0.9 |
|
Vectors Research Management LLC
✚
|
NY | 0.8 |