CONWAY INVESTMENT SOLUTIONS

RIASEC RegisteredEst. 2017

Total AUM

$1.7B

Discretionary

$101M

6% of AUM

Avg account

$119M

Accounts

Employees

Advisory reps

Firm details

Headquarters: SAINT LOUIS, Missouri
CRD number: 154659
Registered since: April 10, 2017
Website: www.conwayis.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles91.62%
Charitable Organizations8.38%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Conway Investment Solutions LLC is an SEC-registered investment adviser organized as an LLC and operating since 2017. The firm is structured and marketed like a hedge fund manager and also serves as a commodity pool operator/commodity trading adviser (CPO/CTA). Its client focus skews institutional, though its advisory activities extend to individuals and small businesses, pooled vehicles, and other business clients. Conway provides portfolio management, selects third‑party advisers, sponsors and serves as a general partner/managing member of pooled investment vehicles, and distributes periodicals or newsletters tied to its investment views. The firm charges a mix of asset-based fees, fixed fees and performance-linked fees consistent with a hedge-fund style model. Conway is not positioned as an ESG investor and does not identify as a multi-state or pension consulting adviser.