CONWAY INVESTMENT SOLUTIONS
SEC RegisteredBuilt for Advisors. Powered by Research & Technology.
About the firm
Conway Investment Solutions is a tech-enabled investment solutions provider and collaborative partner for financial advisors. Integrating custom technology with institutional-quality research, Conway enables financial advisors to efficiently access alternative investments and optimize their alternatives solutions for their clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Conway offers an Alternatives Investment Platform connecting advisors and clients to vetted alternative funds; investment due diligence, operational due diligence, and capital markets research; private fund solutions including single manager SPVs, bespoke multi-manager funds, advisor-branded vintage series, and legacy fund operations; and custom white-labeled advisor portals with alternatives integration and reporting.
Who they serve
Financial advisors and their clients, including qualified investors seeking alternative investments.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 11 | $1.5B |
21 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Class A members - Private Fund | 1.25% |
| Class B members - Private Fund | 1.00% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CONWAY INVESTMENT SOLUTIONS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched