Conway Investment Research, LLC is a large advisory firm based in Saint Louis. It manages $521.13 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Missouri.
Conway Investment Research provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Conway Investment Research, LLC is $521.13 million. The firm's AUM has grown by 0% since the beginning of its operation, and $194.48 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Conway Investment Research, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Conway Investment Research is pooled investment vehicles with 4 clients and $406.38 million of assets under management. Among the 9 most similar advisory firms, Conway Investment Research has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $406.38 million for 4 clients. 5% of the firm’s clients are foreign persons or businesses.
Conway Investment Research also advises several private funds. Namely, four hedge funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $1,000,000.
The company employs 13 people that are either part- or full-time employees. 54 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Conway Investment Research, LLC performs its advisory services is located at 165 North Meramec, Saint Louis, MO 63105, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 314-721-9696 or by fax 314-721-9697. The normal business hours are 8am-4pm on Monday - Friday. You can find more information about the New York firm at conwayir.com.