Convex Capital Management LLC

Convex Capital Management LLC (CRD# 166623) is a financial advisory firm headquartered in Warrenville, IL. They manage $5,085,113 in 17 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $299,124
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, OR, TX

Financial Advisors at Convex Capital Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Saumen Chattopadhyay
CRD#: 4624565
4200 Cantera Drive, Unit 203, Warrenville, IL 60555
90
Wealthminder
score

Saumen Chattopadhyay (CRD# 4624565) is an Investment Advisor Representative working at Convex Capital Management LLC in Warrenville, IL and has over 3 years of experience in the finance industry.

2
Sonu S. Varghese
CRD#: 6428691
4200 Cantera Drive, Unit 203, Warrenville, IL 60555
87
Wealthminder
score

Sonu Varghese (CRD# 6428691) is an Investment Advisor Representative working at Convex Capital Management LLC in Warrenville, IL and has 1 year of experience in the finance industry.

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