|
⚲
|
| Conway Partners Management LLC
✚
|
|
|---|---|
| CRD # | 319013 |
| SEC # | 801-123446 |
| CIK # | |
| AUM | $166.3 M (2026-03-10) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 775-971-8392 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 3.6 |
| (b) Individuals (high net worth individuals) | 70 | 138.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 4.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 4.8 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 15.4 |
| (n) Other | 0 | 0.0 |
| Total | 229 | 166.3 |
| By Discretionary | ||
| Discretionary | 214 | 160.6 |
| Non-Discretionary | 15 | 5.7 |
| Total | 229 | 166.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 166.3 | |
| Total | 229 | 166.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Aldebaran Capital LLC
✚
|
IN | 0.2 |
|
Strategic Financial Management LLC
✚
|
0.2 | |
|
McDonnell Wealth Management LLC
✚
|
IL | 0.2 |
|
Skybound Wealth Management USA LLC
✚
|
TX | 0.2 |
|
Great Lakes Wealth LLC
✚
|
MI | 0.2 |
|
AFG Fiduciary Services Limited Partnership
✚
|
MA | 0.2 |
|
Strong Retirement Solutions LLC
✚
|
0.2 | |
|
W & S Management Services Inc
✚
|
NY | 0.2 |
|
Stolzer Rothschild Levy LLC
✚
|
NJ | 0.2 |
|
Lyons Capital Group LLC
✚
|
LA | 0.2 |