# Convexitas

> Convexitas is an SEC-registered investment advisory firm in Chicago, IL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 315145
- Filed as: CONVEXITAS
- Legal name: Convexitas, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/315145
- AdvisorCensus page: https://advisorcensus.com/firm/convexitas-chicago-il-315145

## Quick answers

**How is Convexitas compensated?**
On its Form ADV (Item 5.E, October 2026), Convexitas reports these compensation arrangements: a percentage of assets under its management.

**Where is Convexitas located?**
Convexitas' principal office is in Chicago, IL, according to its Form ADV.

**Is Convexitas registered with the SEC or a state?**
Convexitas is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 315145.

**How much does Convexitas manage?**
Convexitas reports $151,296,196 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Convexitas' assets and staff changed since 2025?**
In the Form ADV data for Convexitas: Regulatory assets under management: $163,704,000 in the October 2025 data and $151,296,196 in the October 2026 data, down 8%. Total employees: 4 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Convexitas serve?**
By number of clients on Form ADV Item 5.D: other investment advisers (10); pooled investment vehicles (other than investment companies and business development companies) (1).

**Which custodians does Convexitas use?**
Convexitas' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC, Interactive Brokers LLC and Pershing Advisor Solutions LLC as custodians holding 10% or more of its separately managed account assets.

**Does Convexitas report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/315145

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC
- Interactive Brokers LLC
- Pershing Advisor Solutions LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $151,296,196
- Discretionary: $151,296,196
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $3,725,000 |
| Other investment advisers | 10 | $147,571,196 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- convexitas.com
- LinkedIn @convexitas

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $163,704,000 | 4 | June 3, 2025 |
| October 2026 | $151,296,196 | 4 | March 31, 2026 |

Regulatory assets under management: $163,704,000 in the October 2025 data and $151,296,196 in the October 2026 data, down 8%.
Total employees: 4 in October 2025 and 4 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Convexitas (CRD 315145): Form ADV filing data as of October 2026.