Convoy Investments, LLC
● SEC registered since 2015CRD 174969SEC# 801-81014
Ranks #4,767 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$261.6M
Fund GAV
$18.4M
Private funds
2
Employees
2
Accounts
32
Location
—
Convoy Investments, LLC assets under management
Convoy Investments, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2015. It reports $261.6 million in regulatory assets under management and employs 2 people. Convoy Investments, LLC manages 2 private funds with combined gross assets of $18.4 million, including Convoy Funds, LP. By regulatory assets, it ranks 4,767 of 6,004 private fund managers.
Convoy Investments, LLC private funds
2 funds · $18.4M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Convoy Funds, LP | Hedge | $16.1M | — |
| Convoy Ai Fund, LP | Hedge | $2.3M | — |
Convoy Investments, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Howard Wang Control | Member, Co-Chief Investment Officer And Chief Executive Officer | 50-75% | 2023 |
| Wenquan Wu Control | Member, Co-Chief Investment Officer And Chief Compliance Officer | 25-50% | 2023 |
Frequently asked questions
How much does Convoy Investments, LLC manage?
Convoy Investments, LLC reports $261.6 million in regulatory assets under management on its Form ADV.
How many private funds does Convoy Investments, LLC manage?
Convoy Investments, LLC manages 2 private funds with combined gross assets of $18.4 million.
How many employees does Convoy Investments, LLC have?
Convoy Investments, LLC reports 2 employees.
Does Convoy Investments, LLC disclose fund performance?
Convoy Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 302-319-3659 |
| Fax | 270-817-0032 |
| Office hours | 9a.m. - 6 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$261.6M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
AUM vs fund managersTop 79%
Larger than 21% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$261.6Mregulatory AUM
Discretionary $261.6M
Service providers
Auditor
Prime broker
Custodian
Administrator