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Convoy Investments, LLC

● SEC registered since 2015CRD 174969SEC# 801-81014
Export (members)
Ranks #4,683 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$218.6M
Fund GAV
$14.3M
Private funds
2
Employees
2
Accounts
29
Location

Convoy Investments, LLC assets under management

Convoy Investments, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2015. It reports $218.6 million in regulatory assets under management and employs 2 people. Convoy Investments, LLC manages 2 private funds with combined gross assets of $14.3 million, including Convoy Funds, LP. By regulatory assets, it ranks 4,683 of 5,911 private fund managers.

Convoy Investments, LLC private funds

2 funds · $14.3M GAV
FundTypeGross assetsMin.
Convoy Funds, LPHedge$13M
Convoy Plus Fund, LPHedge$1.3M

Convoy Investments, LLC owners & executives

2 reported
NameTitleOwnershipSince
Howard Wang ControlMember, Co-Chief Investment Officer And Chief Executive Officer50-75%2023
Wenquan Wu ControlMember, Co-Chief Investment Officer And Chief Compliance Officer25-50%2023

Frequently asked questions

How much does Convoy Investments, LLC manage?

Convoy Investments, LLC reports $218.6 million in regulatory assets under management on its Form ADV.

How many private funds does Convoy Investments, LLC manage?

Convoy Investments, LLC manages 2 private funds with combined gross assets of $14.3 million.

How many employees does Convoy Investments, LLC have?

Convoy Investments, LLC reports 2 employees.

Does Convoy Investments, LLC disclose fund performance?

Convoy Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone302-319-3659
Fax270-817-0032
Office hours9a.m. - 6 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$218.6M
Non-discretionary$0
Total (RAUM)$218.6M

Service providers