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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-30-2021
- Office Locations
- 1
Office Locations
About Convexity Investments LLC
Convexity Investments LLC is a Naperville, IL boutique RIA led by managing member/CCO Nathaniel Tanney. The firm serves retail clients with financial and investment planning, including insurance and business-succession support. Portfolios emphasize asset allocation and portfolio construction using public funds and ETFs (and some mutual funds), with exposure to fixed income and, where appropriate, cryptocurrency. Custodied at Schwab.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
Nathaniel Tanney
Chief Compliance Officer, Managing Member
- CRD
- #7388379
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,085,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,085,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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