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Sonu Sam Varghese

CONVEX CAPITAL MANAGEMENT LLC·WARRENVILLE, Illinois
Unclaimed Profile
4200 CANTERA DRIVE, WARRENVILLE, IL 60555CRD# 6428691Firm CRD# 166623
01

About

Sonu Sam Varghese is a registered financial advisor based in WARRENVILLE, Illinois, affiliated with CONVEX CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
CONVEX CAPITAL MANAGEMENT LLC
CONVEX CAPITAL MANAGEMENT LLC
AUM
$2M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CONVEX CAPITAL MANAGEMENT LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6428691
Firm CRD# 166623
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sonu Sam Varghese offer?
Sonu Sam Varghese specializes in Investment Management, Wealth Management. Contact their office in WARRENVILLE, Illinois for a consultation.
What are Sonu Sam Varghese's credentials?
Sonu Sam Varghese is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sonu Sam Varghese located?
Sonu Sam Varghese is based in WARRENVILLE, Illinois, working with CONVEX CAPITAL MANAGEMENT LLC. Their office serves clients in the WARRENVILLE metropolitan area and surrounding communities.
How does Sonu Sam Varghese charge for services?
Sonu Sam Varghese's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONVEX CAPITAL MANAGEMENT LLC?
CONVEX CAPITAL MANAGEMENT LLC has approximately 2 employees and manages $2M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WARRENVILLE
William Dean Lenga — TALL TREE INVESTMENT MANAGEMENT, LLCBrian Mcconnell — CONVEX CAPITAL MANAGEMENT LLCChristopher Andrew Campbell — CONVEX CAPITAL MANAGEMENT LLCAndrew Robert Kohl — BALANCE SHEET SOLUTIONS LLCFrank John Sherrod — TALL TREE INVESTMENT MANAGEMENT, LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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