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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

CONWAY INVESTMENT SOLUTIONS

CONWAY INVESTMENT RESEARCH, LLC, CRD 154659

SAINT LOUIS, MO

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Search this name across graphsid dfx:ria:49f5a870-15e3-e7ae-645f-34bbea96531b

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 22
Dated events: 4
On other graphs: 0
Observed: Mar 29, 2017 to Mar 30, 2026
14 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=0.92 institutional_share=0.08 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $1.7BItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $101M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 20
Advisory employees: 11
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 14
Private funds: 6Schedule D 7.B(1)
Custody, client assets: $1.5B
SEC number: 801-110312
CRD: 154659
Filings on the tape: 14
First filed: Mar 29, 2017
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, DE
Website: conwayis.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
CONWAY ONSHORE ACCESS FUND, LLC	Hedge Fund	$344M	Jul 2, 2024	1,144	Mar 30, 2016	reported	021-99306
CONWAY OFFSHORE ACCESS FUND LTD.	Hedge Fund	$316M	Jul 2, 2024	388	Mar 30, 2016	reported	021-88856
CONWAY RIEF ONSHORE ACCESS FUND, LLC	Hedge Fund	$172M	Jul 2, 2024	207	Mar 30, 2018	reported	021-299240
BG DIVERSIFIED, LLC	Hedge Fund	$19.5M	Jul 2, 2024	7	Mar 29, 2017	reported	021-178297
CONWAY RIEF OFFSHORE ACCESS FUND LTD.	Hedge Fund	$9.3M	Mar 31, 2021	9	Mar 31, 2021	dropped	n/a
CONWAY OFFSHORE IEAF, LTD.	Hedge Fund	$6.4M	Jul 2, 2024	37	Mar 28, 2024	reported	021-482029
CONWAY - THOMPSON THRIFT 2023 ACCESS FUND, LP	Hedge Fund	$3.8M	Jul 2, 2024	16	Mar 28, 2024	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BAUR, RICHARD, DOUGLASS	Trustee	F	yes	07/2010	Mar 29, 2017	Jul 2, 2024
BAUR, RICHARD, DOUGLASS	Principal	Na	yes	07/2010	Mar 29, 2017	Jul 2, 2024
BELL, JEREMY, EVAN	Trustee	F	yes	07/2016	Mar 29, 2017	Jul 2, 2024
BROWN, ROGER, LEO	Trustee	F	yes	01/2020	Mar 29, 2017	Jul 2, 2024
BROWN, ROGER, LEO	PRINCIPAL, LLC MEMBER	Na	yes	06/2016	Mar 29, 2017	Jul 2, 2024
MARGULIS, THOMAS, STEVEN	Principal	Na	yes	07/2010	Mar 29, 2017	Jul 2, 2024
MARGULIS, THOMAS, STEVEN	Trustee	F	yes	07/2010	Mar 29, 2017	Jul 2, 2024
RICHARD D. BAUR REVOCABLE TRUST DTD 12/19/02	LLC MEMBER	C	yes	08/2010	Mar 29, 2017	Jul 2, 2024
THOMAS S. MARGULIS FAMILY TRUST DATED 10/8/10	LLC MEMBER	C	yes	07/2010	Mar 29, 2017	Jul 2, 2024
BELL, JEREMY, EVAN	Principal	Na	no	02/2015	Mar 29, 2017	Jul 2, 2024
Holmes, Warren, Chandler Crawford	PRINCIPAL, CHIEF COMPLIANCE OFFICER	Na	no	07/2017	Sep 14, 2017	Jul 2, 2024
JEREMY EVAN BELL REVOCABLE LIVING TRUST DATED JULY 8, 2016	LLC MEMBER	Na	no	02/2015	Mar 29, 2017	Jul 2, 2024
MILEUSNIC, MICHAEL, GEORGE	Principal	Na	no	01/2021	Mar 31, 2021	Jul 2, 2024
ROGER L. BROWN II REVOCABLE TRUST DATED JULY 29, 2018	LLC MEMBER	B	no	01/2020	Mar 31, 2021	Jul 2, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CIR FEEDER FUND MANAGEMENT, LLC	n/a	n/a	n/a	Y	no	n/a
CONWAY PRIVATE FUNDS GP, LLC	n/a	n/a	n/a	Y	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 30, 2026	$1.7B	$101M	20	11	6	n/a
2024	Mar 31, 2025	$1.3B	$95.0M	20	13	6	n/a
2023	Mar 28, 2024	$1.0B	$105M	19	13	6	$861M
2022	Mar 30, 2023	$879M	$110M	20	14	4	$737M
2021	Mar 31, 2022	$822M	$129M	18	13	4	$653M
2020	Mar 31, 2021	$673M	$118M	16	12	5	$519M
2019	Mar 30, 2020	$631M	$110M	14	8	4	$491M
2018	Mar 29, 2019	$521M	$90.7M	13	7	4	$406M
2017	Mar 30, 2018	$567M	$99.9M	10	8	4	$440M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.7B	$1.3B	29.0%	$879M	23.9%	20	20	0	0

Relationships

Advises (7)

→ CONWAY OFFSHORE IEAF, LTD.Private fundHedge Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ CONWAY - THOMPSON THRIFT 2023 ACCESS FUND, LPPrivate fundHedge Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ CONWAY OFFSHORE ACCESS FUND LTD.Private fundHedge Fund, IA
Mar 30, 2016 to presentfactForm ADV
→ CONWAY RIEF ONSHORE ACCESS FUND, LLCPrivate fundHedge Fund, IA
Mar 30, 2018 to presentfactForm ADV
→ BG DIVERSIFIED, LLCPrivate fundHedge Fund, IA
Mar 29, 2017 to presentfactForm ADV
→ CONWAY ONSHORE ACCESS FUND, LLCPrivate fundHedge Fund, IA
Mar 30, 2016 to presentfactForm ADV
→ CONWAY RIEF OFFSHORE ACCESS FUND LTD.Private fundHedge Fund, IA, no longer reported
Mar 31, 2021 to Mar 31, 2021factForm ADV

Controls (6)

← BAUR, RICHARD, DOUGLASSOwnerTRUSTEE, ownership code F, individual
Mar 29, 2017 to Jul 2, 2024factForm ADV
← BELL, JEREMY, EVANOwnerTRUSTEE, ownership code F, individual
Mar 29, 2017 to Jul 2, 2024factForm ADV
← MARGULIS, THOMAS, STEVENOwnerTRUSTEE, ownership code F, individual
Mar 29, 2017 to Jul 2, 2024factForm ADV
← BROWN, ROGER, LEOOwnerTRUSTEE, ownership code F, individual
Mar 29, 2017 to Jul 2, 2024factForm ADV
← RICHARD D. BAUR REVOCABLE TRUST DTD 12/19/02OwnerLLC MEMBER, ownership code C, domestic entity
Mar 29, 2017 to Jul 2, 2024factForm ADV
← THOMAS S. MARGULIS FAMILY TRUST DATED 10/8/10OwnerLLC MEMBER, ownership code C, domestic entity
Mar 29, 2017 to Jul 2, 2024factForm ADV

Owns (5)

← BELL, JEREMY, EVANOwnerPRINCIPAL, ownership code NA, individual
Mar 29, 2017 to Jul 2, 2024factForm ADV
← MILEUSNIC, MICHAEL, GEORGEOwnerPRINCIPAL, ownership code NA, individual
Mar 31, 2021 to Jul 2, 2024factForm ADV
← Holmes, Warren, Chandler CrawfordOwnerPRINCIPAL, CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 14, 2017 to Jul 2, 2024factForm ADV
← JEREMY EVAN BELL REVOCABLE LIVING TRUST DATED JULY 8, 2016OwnerLLC MEMBER, ownership code NA, domestic entity
Mar 29, 2017 to Jul 2, 2024factForm ADV
← ROGER L. BROWN II REVOCABLE TRUST DATED JULY 29, 2018OwnerLLC MEMBER, ownership code B, domestic entity
Mar 31, 2021 to Jul 2, 2024factForm ADV

Registered with (1)

← BRIAN CHRISTOPHER KLOSAdvisorregistration: previous registration
Mar 29, 2017 to Sep 13, 2017factForm ADV

Dated events

Occurred
Mar 30, 2026
Regulatory AUM changed
Conway Investment Solutions reported RAUM $1.7B, up 29% from $1.3B (2025-03-31 to 2026-03-30)
Form ADVobserved 5 days ago
$376M
Occurred
Mar 31, 2025
Regulatory AUM changed
Conway Investment Solutions reported RAUM $1.3B, up 29% from $1.0B (2024-07-02 to 2025-03-31)
Form ADVobserved 5 days ago
$291M
Occurred
Sep 14, 2017
Succession filed (Item 4)
Conway Investment Research, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago
Occurred
Mar 29, 2017
First Form ADV filing
Conway Investment Research, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:49f5a870-15e3-e7ae-645f-34bbea96531b
First observed: Mar 29, 2017
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CONWAY INVESTMENT SOLUTIONS

CONWAY INVESTMENT RESEARCH, LLC, CRD 154659

SAINT LOUIS, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:49f5a870-15e3-e7ae-645f-34bbea96531b

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:49 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

CONWAY ONSHORE ACCESS FUND, LLC

Hedge Fund

$344M

Jul 2, 2024

1,144

Mar 30, 2016

reported

021-99306

CONWAY OFFSHORE ACCESS FUND LTD.

Hedge Fund

$316M

Jul 2, 2024

388

Mar 30, 2016

reported

021-88856

CONWAY RIEF ONSHORE ACCESS FUND, LLC

Hedge Fund

$172M

Jul 2, 2024

207

Mar 30, 2018

reported

021-299240

BG DIVERSIFIED, LLC

Hedge Fund

$19.5M

Jul 2, 2024

Mar 29, 2017

reported

021-178297

CONWAY RIEF OFFSHORE ACCESS FUND LTD.

Hedge Fund

$9.3M

Mar 31, 2021

dropped

n/a

CONWAY OFFSHORE IEAF, LTD.

Hedge Fund

$6.4M

Jul 2, 2024

Mar 28, 2024

reported

021-482029

CONWAY - THOMPSON THRIFT 2023 ACCESS FUND, LP

Hedge Fund

$3.8M

Jul 2, 2024

Mar 28, 2024

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BAUR, RICHARD, DOUGLASS

Trustee

yes

07/2010

Mar 29, 2017

Jul 2, 2024

BAUR, RICHARD, DOUGLASS

Principal

yes

07/2010

Mar 29, 2017

Jul 2, 2024

BELL, JEREMY, EVAN

Trustee

yes

07/2016

Mar 29, 2017

Jul 2, 2024

BROWN, ROGER, LEO

Trustee

yes

01/2020

Mar 29, 2017

Jul 2, 2024

BROWN, ROGER, LEO

PRINCIPAL, LLC MEMBER

yes

06/2016

Mar 29, 2017

Jul 2, 2024

MARGULIS, THOMAS, STEVEN

Principal

yes

07/2010

Mar 29, 2017

Jul 2, 2024

MARGULIS, THOMAS, STEVEN

Trustee

yes

07/2010

Mar 29, 2017

Jul 2, 2024

RICHARD D. BAUR REVOCABLE TRUST DTD 12/19/02

LLC MEMBER

yes

08/2010

Mar 29, 2017

Jul 2, 2024

THOMAS S. MARGULIS FAMILY TRUST DATED 10/8/10

LLC MEMBER

yes

07/2010

Mar 29, 2017

Jul 2, 2024

BELL, JEREMY, EVAN

Principal

02/2015

Mar 29, 2017

Jul 2, 2024

Holmes, Warren, Chandler Crawford

PRINCIPAL, CHIEF COMPLIANCE OFFICER

07/2017

Sep 14, 2017

Jul 2, 2024

JEREMY EVAN BELL REVOCABLE LIVING TRUST DATED JULY 8, 2016

LLC MEMBER

02/2015

Mar 29, 2017

Jul 2, 2024

MILEUSNIC, MICHAEL, GEORGE

Principal

01/2021

Mar 31, 2021

Jul 2, 2024

ROGER L. BROWN II REVOCABLE TRUST DATED JULY 29, 2018

LLC MEMBER

01/2020

Mar 31, 2021

Jul 2, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CIR FEEDER FUND MANAGEMENT, LLC

n/a

CONWAY PRIVATE FUNDS GP, LLC

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$1.7B

$101M

n/a

2024

Mar 31, 2025

$1.3B

$95.0M

n/a

2023

Mar 28, 2024

$1.0B

$105M

$861M

2022

Mar 30, 2023

$879M

$110M

$737M

2021

Mar 31, 2022

$822M

$129M

$653M

2020

Mar 31, 2021

$673M

$118M

$519M

2019

Mar 30, 2020

$631M

$110M

$491M

2018

Mar 29, 2019

$521M

$90.7M

$406M

2017

Mar 30, 2018

$567M

$99.9M

$440M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.7B

$1.3B

29.0%

$879M

23.9%