CONVEXITAS, LLC

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UUID127df473-fba0-50ce-94ca-c9de7135d8fb

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:55

Updated2025-10-23 02:24:37

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	315145	315145	—	1.0
cik	0002040132	2040132	—	—
sec_file_number	801-132451	801-132451	—	—

Profile

Websitehttps://www.linkedin.com/company/convexitas/

HQ CityCHICAGO

HQ StateIL

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

CONVEXITAS adv_part1

ADV Metrics

Assets & Accounts

RAUM (total)163,704,000.0
RAUM (discretionary)163,704,000.0
Actionable assets163,704,000.0
Accounts8.0

Institutional Clients

Government AUM—
Pension AUM—
Charitable AUM—
HNW AUM—

As of 2025-06-03 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
ANDERSON, DEVIN, PAUL	CO-FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2017389", "owner_id": "5108207", "source": "adv_part1", "table": "Schedule_A_B"}
FRANCIS, ZED, SPRINGER	CO-FOUNDER AND CHIEF INVESTMENT OFFICER	OFFICER	—	{"filing_id": "2017389", "owner_id": "5158777", "source": "adv_part1", "table": "Schedule_A_B"}
Wysocki, Brian, Thomas	CHIEF OPERATING OFFICER	OFFICER	—	{"filing_id": "2017389", "owner_id": "7628917", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

ANDERSON, DEVIN, PAUL

CO-FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER

OFFICER

—

{"filing_id": "2017389", "owner_id": "5108207", "source": "adv_part1", "table": "Schedule_A_B"}

FRANCIS, ZED, SPRINGER

CO-FOUNDER AND CHIEF INVESTMENT OFFICER

OFFICER

—

{"filing_id": "2017389", "owner_id": "5158777", "source": "adv_part1", "table": "Schedule_A_B"}

Wysocki, Brian, Thomas

CHIEF OPERATING OFFICER

OFFICER

—

{"filing_id": "2017389", "owner_id": "7628917", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:37 • csv
```
{
  "date_submitted": "09/24/2025 01:22:10 PM",
  "filing_id": "2017389",
  "reg_type": "IA"
}
```

CONVEXITAS, LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1