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| Happy Holidays!! thanks for using AUM13F!! |
| Conway Partners Management LLC
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|---|---|
| CRD # | 319013 |
| SEC # | 801-123446 |
| CIK # | |
| AUM | $124.2 M (2025-03-26) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 775-971-8392 |
| Address | 27 West 20th Street New York, NY 10011 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 5.2 |
| (b) Individuals (high net worth individuals) | 55 | 97.3 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 3.2 |
| (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 | 1 | 3.9 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 14.6 |
| (n) Other | 0 | 0.0 |
| Total | 168 | 124.2 |
| By Discretionary | ||
| Discretionary | 157 | 119.1 |
| Non-Discretionary | 11 | 5.1 |
| Total | 168 | 124.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 124.2 | |
| Total | 168 | 124.2 |
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|---|---|---|
|
Calamita Wealth Management Inc
✚
|
NC | 0.1 |
|
Desmond Wealth Management Inc
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CA | 0.1 |
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Integrity Financial Advisors LLC
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MA | 0.1 |
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Equilibria Wealth Management LLC
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TX | 0.1 |
|
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NC | 0.1 |
|
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MI | 0.1 |
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TME Financial Inc
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CA | 0.1 |
|
Global Portfolio Solutions Inc
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AZ | 0.1 |
|
Intelliflo Advisers Inc
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|
GA | 0.1 |
|
Bay Cliadakis & Associates LLC
✚
|
CA | 0.1 |