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Conrad Capital Management, Inc.

● SEC registered since 2001CRD 113648SEC# 801-60622Hauppauge, NY
Export (members)
Reg. AUM
$90.7M
Employees
3
Accounts
502
Location
Hauppauge, NY

Conrad Capital Management, Inc. assets under management

Conrad Capital Management, Inc. is an SEC-registered investment adviser based in Hauppauge, NY. The firm has been registered since 2001. It reports $90.7 million in regulatory assets under management and employs 3 people.

Conrad Capital Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Donald Edward Conrad ControlPresident, Director, Chief Compliance OfficerOver 75%1997

Frequently asked questions

How much does Conrad Capital Management, Inc. manage?

Conrad Capital Management, Inc. reports $90.7 million in regulatory assets under management on its Form ADV.

How many employees does Conrad Capital Management, Inc. have?

Conrad Capital Management, Inc. reports 3 employees.

Where is Conrad Capital Management, Inc. located?

Conrad Capital Management, Inc. is based in Hauppauge, NY and has been SEC-registered since 2001.

Does Conrad Capital Management, Inc. disclose fund performance?

Conrad Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1300 Veterans Memorial Hwy, Suite 230, Hauppauge, NY 11788
Phone631-439-7878
Fax631-439-7879
Office hours9:00 a.m. To 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$90.7M▲ 8%
Mar '25 — $83.6MApr '25 — $83.6MMay '25 — $83.6MJun '25 — $83.6MJul '25 — $83.6MAug '25 — $83.6MSep '25 — $83.6MOct '25 — $83.6MNov '25 — $83.6MDec '25 — $83.6MJan '26 — $83.6MFeb '26 — $83.6MMar '26 — $90.7MApr '26 — $90.7MMay '26 — $90.7MJun '26 — $90.7M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$90.7Mregulatory AUM
Discretionary $75.3MNon-discretionary $15.4M