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David Ross (estate Of) Mittelman

CONVEXITY CAPITAL MANAGEMENT LP·BOSTON, Massachusetts
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200 CLARENDON STREET, BOSTON, MA 02116-5081CRD# 1083251Firm CRD# 158799
01

About

David Ross (estate Of) Mittelman is a registered financial advisor based in BOSTON, Massachusetts, affiliated with CONVEXITY CAPITAL MANAGEMENT LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CONVEXITY CAPITAL MANAGEMENT LP
CONVEXITY CAPITAL MANAGEMENT LP
AUM
$2.0B
Regulatory assets under management
Employees
54
Total firm employees
View all advisors at CONVEXITY CAPITAL MANAGEMENT LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1083251
Firm CRD# 158799
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Ross (estate Of) Mittelman offer?
David Ross (estate Of) Mittelman specializes in Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.
What are David Ross (estate Of) Mittelman's credentials?
David Ross (estate Of) Mittelman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Ross (estate Of) Mittelman located?
David Ross (estate Of) Mittelman is based in BOSTON, Massachusetts, working with CONVEXITY CAPITAL MANAGEMENT LP. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does David Ross (estate Of) Mittelman charge for services?
David Ross (estate Of) Mittelman's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONVEXITY CAPITAL MANAGEMENT LP?
CONVEXITY CAPITAL MANAGEMENT LP has approximately 54 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
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Research
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