Convexitas

Overview

Convexitas is an SEC-registered limited liability company that operates as an institutional registered investment adviser. The firm charges fees based on a percentage of assets under management and provides portfolio management services across several client types: individuals and small businesses, pooled investment vehicles, and businesses or institutions. Although its client base is described as institutional, its advisory scope extends beyond institutions to include smaller private clients and pooled vehicles. Convexitas is not positioned as a capital allocator, does not identify as an active ESG investor, and is not a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives