SourcingSourcing

CONVEXITAS, LLC

B53
CRD 315145·SEC 801-132451·CHICAGO, IL
AUM
$151.3M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$454K
@ 30% margin
Est. Deal Value
$3.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CONVEXITAS, LLC
CRD
315145
SEC file #
801-132451
EIN
—
DBA names
Convexitas

Economics

AUM
$151.3M
AUM band
$100M-$500M
AUM trajectory
'25'26
$163.7M → $151.3M▼ -8%
Client mix
Other Investment Advisers10
Pooled Investment Vehicles1

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/convexitas(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ANDERSON, DEVIN, PAUL
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
ANDERSON, DEVIN, PAUL
FRANCIS, ZED, SPRINGER
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
Fidelity4
Pershing4
E*trade4
Interactive Brokers2
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
5108207
Trust Company Affiliate
No

People (4)

4
FRANCIS, ZED, SPRINGER
IAR · Direct Owner · 37.5%
5158777
ANDERSON, DEVIN, PAUL
IAR · Direct Owner · 37.5%
5108207
Wysocki, Brian, Thomas
IAR · Executive Officer · 2.5%
7628917
William Stano
IAR
6788109