Unconventional Investor, LLC
● SEC registered since 2022CRD 317333SEC# 801-123588
Reg. AUM
$302.5M
Employees
2
Accounts
359
Location
—
About Unconventional Investor
Unconventional Investor focuses on low-cost, index-based portfolio construction and tax efficiency. It combines portfolio management with financial planning and a consumer-friendly fiduciary model.
Summary based on the firm’s website.
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Paul Pierson O'Leary Control | Managing Member / Chief Compliance Officer | Over 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 hours | By Appointment |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1910387 |
| Discloses disciplinary history | No |
Regulatory AUM
$302.5M▲ 13%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,389 advisers
EmployeesTop 86%
More than 14% of 16,799 advisers
Assets under management
$302.5Mregulatory AUM
Discretionary $302.5M