KONVOY

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DENVER, Colorado
CRD number
321077
Registered since
May 13, 2022

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • JASON 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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth