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SEC-Registered Investment Adviser

Conway Investment Solutions

Legal name: Conway Investment Research, LLC

CRD 154659

Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated March 30, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.

Registration

Status
Approved
Registered since
April 10, 2017
Principal office
165 North Meramec, Suite 210, Saint Louis, MO 63105
Organized as
Limited Liability Company, DE
Fiscal year end
December
Full record on SEC IAPD

Scale

Regulatory AUM
$1.7B
Discretionary / non-discretionary
$100.7M / $1.6B
Attributable to non-US clients
$496.8M
Accounts
14
Clients
21
Employees
20, 11 in advisory roles
Private funds advised
6
Private fund gross assets
$1.4B
Fund types
6 hedge funds
Client assets in custody
$1.5B (11 clients)

Business, clients and compensation, as filed

Advisory activities
portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers and publication of periodicals or newsletters
Compensated by
a percentage of assets under management, fixed fees and performance-based fees
Client types
pooled investment vehicles (11); charitable organizations
Also engaged as
commodity pool operator or commodity trading advisor
Related persons include
a sponsor, general partner or managing member of pooled investment vehicles

Form ADV Item 11 disclosures

No yes answers on Item 11 as of the latest Form ADV (March 30, 2026). Item 11 covers the firm and its advisory affiliates.

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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.