Convexitas is an investment management firm that provides managed overlay strategies focusing on liquidity and balance to existing client portfolios on a sub-advisory basis. Convexitas generally provides investment advice and implements strategies that utilize listed derivatives, namely equity and index options. Convexitas may also act as investment advisor directly for certain qualified ultra-high clients.
Assets Under Management$160M
Clients8
Advisors4
Avg. per Client$20M
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
This fee is for Convexitas Tail Liquidity. The fee for Convexitas Enhanced Semis is 1.85% and the fee for Convexitas Concentrated Stock Solutions is 0.50%. The firm may reduce, waive, or negotiate advisory fees at its discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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