Convexbeta Investments, LLC

Overview

Convexbeta Investments, LLC is a small, individually owned RIA organized as a limited liability company that provides discretionary portfolio management primarily for individuals and small businesses. The firm charges a percentage-of-assets fee and concentrates its playbook on public market equities — both individual exchange-traded shares and ETFs — rather than an emphasis on private or illiquid strategies. Convexbeta is not positioned as an ESG-focused manager and does not present itself as a capital allocator to outside private funds; its investment activity centers on direct equity exposures and pooled mutual fund products to implement client portfolios. Operationally the adviser appears lean and execution-oriented: custody with an electronic broker and a concentrated equity footprint indicate a trading-capable setup that favors liquid, market-listed instruments. The client base is small and high-net-worth, which supports a personalized, discretionary relationship model rather than a mass-market advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices