CONVEXITAS

Legal name: CONVEXITAS, LLC

CRD 315145File 801-132451

APPROVED

Custody

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$151.3M

Bottom 25% of cohort (national)

Discretionary AUM

$151.3M

Clients

11 accounts

Employees

Bottom 25% of cohort in IL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Apr 18, 2025
Principal office: 444 W LAKE STREET, 17TH FLOOR, CHICAGO, IL, 60606
Phone: 312-210-9650
Website: https://www.linkedin.com/company/convexitas/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $151.3M
Discretionary AUM: $151.3M
Non-discretionary AUM: $0
Discretionary accounts: 11
Non-discretionary accounts: 0
Total accounts: 11
AUM per client: $13.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other investment advisers	10	$147.6M
Pooled investment vehicles	1	$3.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.