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Building 2CONVOY INVESTMENTS, LLC

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Phone302-319-3659
NotebookSEC #801-81014
Total AUM
$261.6M
Employees
2
Clients
32

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM - 6 PM
Monday - Friday
Phone
302-319-3659

ReceiptFinancials

Total AUM
$261.6M
Accounts
32
Discretionary
$261.6M
Accounts
32
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
22
AUM
$201.7M
Pooled Vehicle Clients
4
AUM
$24.4M
Corporation or Business Clients
6
AUM
$35.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio ManagementPublications
Other Services
PORTFOLIO MANAGEMENT FOR FAMILY OFFICES
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

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Disclosures

None reported

State Registrations
DE

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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