KONVOY
Firm details
- Headquarters
- DENVER, Colorado
- CRD number
- 321077
- Registered since
- May 13, 2022
Firm profile
FINTRXOverview
Konvoy operates as a limited liability company that functions primarily as a sponsor and general partner for pooled investment vehicles. The firm is SEC-registered (2022) and structured to run venture capital funds rather than provide traditional retail advisory services. Konvoy is classified as an unclassified adviser, owned by an individual, and it is not positioned as an active ESG investor or a multi-state advisory platform. Investment activity is centered on deploying capital into privately held businesses through fund vehicles. As sponsor and managing member, the firm is responsible for sourcing deals, conducting diligence, negotiating terms, and overseeing portfolio company development on behalf of its limited partners. The firm’s model emphasizes pooled capital and fund-level portfolio construction rather than one-off advisory accounts.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3JASON CHAPMAN
Co-Founder and Managing PartnerCRD 7536144
JOSHUA CHAPMAN
Co-Founder and Managing PartnerCRD 6297439
JACKSON VAUGHAN
Co-Founder and Managing PartnerCRD 7536151
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DENVER, CO
DENVER
Location
DENVER, CO
Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- DENVER
- Address
- 320 Fillmore St
- Time zone
- MT (UTC-7)
- Office locations
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