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Unconventional Investor, LLC

● SEC registered since 2022CRD 317333SEC# 801-123588
Export (members)
Reg. AUM
$302.5M
Employees
2
Accounts
359
Location

Unconventional Investor, LLC assets under management

Unconventional Investor, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2022. It reports $302.5 million in regulatory assets under management and employs 2 people.

Unconventional Investor, LLC owners & executives

1 reported
NameTitleOwnershipSince
Paul Pierson O'Leary ControlManaging Member / Chief Compliance OfficerOver 75%2007

Frequently asked questions

How much does Unconventional Investor, LLC manage?

Unconventional Investor, LLC reports $302.5 million in regulatory assets under management on its Form ADV.

How many employees does Unconventional Investor, LLC have?

Unconventional Investor, LLC reports 2 employees.

Does Unconventional Investor, LLC disclose fund performance?

Unconventional Investor, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(415) 235-3729
Office hoursBy Appointment
SEC regionBoston Regional Office (BRO)
CIK1910387
Discloses disciplinary historyNo

Regulatory AUM

$302.5M▲ 13%
Mar '25 — $267.4MApr '25 — $267.4MMay '25 — $267.4MJun '25 — $267.4MJul '25 — $267.4MAug '25 — $267.4MSep '25 — $267.4MOct '25 — $267.4MNov '25 — $267.4MDec '25 — $267.4MJan '26 — $267.4MFeb '26 — $267.4MMar '26 — $302.5MApr '26 — $302.5MMay '26 — $302.5MJun '26 — $302.5M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$302.5Mregulatory AUM
Discretionary $302.5M