Convoy Investments, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Convoy Investments provides investment advisory services to private investment funds, pooled investment vehicles, and separately managed accounts. Convoy specializes in long-term globally diversified investment strategies, using quantitative analysis and proprietary models to create diversified asset allocations. Convoy AI Fund aims to identify medium to long-term global artificial intelligence related opportunities. Convoy also provides strategic advice on private investments, market outlook, and overall portfolio.

Assets Under Management$260M
Clients32
AdvisorsN/A
Avg. per Client$8.2M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Convoy Investments primarily manages investments for private investment funds and separately managed accounts.

For Convoy Funds, LP, the quarterly investment management fee is 0.3125% (1.25% annually) of the fund’s assets. There are no management fees for Convoy AI Fund, L.P.; instead, an annual performance fee of 20% is charged. The management fee rate for separate account clients is determined on an account-by-account basis.

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Convoy Investments, LLC | TrueAdvisor