Conroy Capital LLC

Overview

Conroy Capital LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients on a fee basis (percentage of AUM). The firm’s advisory activity centers on portfolio management for individuals and small businesses, as well as for businesses or institutions. It is privately owned by an individual and is not positioned as a capital allocator or multi-state adviser. Conroy Capital does not identify as an active ESG investor and does not act as a pension consultant or maintain related-adviser relationships. Conroy Capital’s stated preference within liquid markets is equities, with exchange-traded equity exposure representing its most-used public asset type. The firm reports discretionary management of its entire asset base and maintains custodial relationships to operationalize client accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices