CONVEXITAS
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 315145
- Registered since
- April 18, 2025
- Website
- www.convexitas.com
- Custodians
- CHARLES SCHWAB & CO., INC., PERSHING LLC, FIDELITY DISTRIBUTORS COMPANY LLC, INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers97.54%
- Pooled Investment Vehicles2.46%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Convexitas LLC is an SEC-registered advisory firm organized as an LLC and registered in 2025. The firm bills clients on a percentage-of-AUM basis and reports an institutional client focus while offering portfolio management services across several client types: individuals and small businesses, pooled investment vehicles, and business or institutional portfolios. Convexitas does not market itself as an ESG-active adviser, is not a multi-state adviser, and does not identify as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Derivatives100%
Owners & executives
3 of 3Brian Wysocki
Chief Operating OfficerCRD 7628917
ZED FRANCIS
Co-Founder and Chief Investment OfficerCRD 5158777
DEVIN ANDERSON
CEO and Co-FounderCRD 5108207
Contacts
1 of 1William Stano
Director of Business DevelopmentCRD 6788109
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 444 W Lake St
- Time zone
- CT (UTC-6)
- Office locations
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