$17.8M Total AUM
$17.8M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
7 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Comerica Bank · Interactive Brokers
- Clients
- Retail
- Platforms
- PeakRadial harbor
- Established Date
- 10-31-2018
- Office Locations
- 2
Office Locations
-- Evergreen CO
-- Hermosa Beach CA
About Convexbeta Investments, LLC
ConvexBeta Investments, LLC is a fiduciary RIA focused on implementing each client’s investment aspirations with an emphasis on tax-efficient tactics and low-cost vehicles—often using ETFs—while seeking to reduce portfolio costs and support cash flow through a yield enhancement program. The firm works with Interactive Brokers for execution and clearing.
Team overview
-- AVG AGE
$17.8M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
6.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Foundation quantum Ember fusion Delta
Custodian
Pioneer Ember legacy North Unison
Fund Managers
Focus
Investment Themes
Bridge quantum Glacier horizon
Investment Vehicles
Ember Pioneer radial
Services
Ember Fusion momentum
Technology
Insight Legacy atlas
Owner & Executives
H
HAROLD BELL NACHTRIEB
Investment Advisor, Owner
- CRD
- #1091576
- Ownership
- 75% or more
(913) 749-4949
harbor.peak@oakcapital.com
in linkedin.com/in/quantum-vital
Showing 1 of 1 owners & executives
Unlock allContacts
M
MARC HAROLD MCCLURE
Registered Investment Advisor
- CRD
- #6730780
(431) 843-8994
glacier.catalyst@oakcapital.com
in linkedin.com/in/summit-optima
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,770,972 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,770,972 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,770,972
Equity - Exchange:
39.3% Equity - OTC:
19.1% Public Funds:
12.0% Cash:
17.4% Derivatives:
12.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $539,591,851 | 39.3% |
| Equity - OTC | $262,244,386 | 19.1% |
| Public Funds | $164,760,871 | 12.0% |
| Cash | $238,903,262 | 17.4% |
| Derivatives | $167,506,885 | 12.2% |
| Total | $1,373,007,255 | 100.0% |