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Convoy Investments, LLC

Convoy Investments, LLC. CRD 174969

C

CRD: 174969

Convoy Investments, LLC

Wilmington, DE
3023193659
www.convoyinvestments.com
$261.6M Total AUM
$261.6M Disc. AUM
17.2% 3Y CAGR
2 Employees
32 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Interactive Brokers · UBS
Clients
Retail and Institutional
Platforms
--
Established Date
03-09-2015
Office Locations
1

Office Locations

-- Wilmington DE

About Convoy Investments, LLC

Convoy Investments, LLC is a Wilmington, DE investment adviser serving retail and institutional clients, including entrepreneurs. The firm provides financial planning and portfolio construction informed by in-house macro research on rates, inflation, liquidity, and risk, with published work on bitcoin and asset bubbles. Its research has been cited by outlets including Reuters and MarketWatch.

Team overview

-- AVG AGE
$130.8M AVG AUM / ADVISOR
$8.2M AVG AUM / CLIENT
2.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
0 RIA Reps
11yrs Firm Age

Insights

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Asset Classes

Insight catalyst Alpha bridge Ember peak Ember peak Optima catalyst Unison glacier Crest pathway

Client Personas

Summit

Investment Themes

Zenith horizon Summit signal

Investment Vehicles

Catalyst timber Ember

Services

Pathway Capital

Owner & Executives

H

HOWARD WANG

Chief Executive Officer, Co-Chief Investment Officer

CRD
--
Ownership
50% but less than 75%
(882) 343-2391
element.radial@vitalcapital.com
in linkedin.com/in/alpha-fusion
W

WENQUAN WU

Chief Compliance Officer, Co-Chief Investment Officer

CRD
--
Ownership
25% but less than 50%
(226) 419-5277
horizon.insight@momentumcapital.com
in linkedin.com/in/meridian-optima

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-29-2022
03-27-2023
03-13-2024
03-24-2025
02-10-2026
Category Assets AVG. Account size
Discretionary $261,622,231 $8,175,695
Non-Discretionary $0 --
Total $261,622,231 $8,175,695

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Separately Managed Accounts

Total SMA Asset: $237,243,345

$237.2M Total SMA
Public Funds:
26.4%
Equity - Exchange:
9.9%
Cash:
30.7%
U.S. Government/Agency:
33.0%
Asset class Assets Assets %
Public Funds $600,536,026 26.4%
Equity - Exchange $225,201,010 9.9%
Cash $698,350,606 30.7%
U.S. Government/Agency $750,670,031 33.0%
Total $2,274,757,673 100.0%

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