Conroy Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Conroy Capital LLC provides discretionary portfolio management to individuals, high‑net‑worth individuals, and charitable organizations, and it also advises and manages a privately offered pooled investment vehicle. The firm documents client objectives in an Investment Policy Statement and implements ongoing monitoring across mutual funds, equities, ETFs (including precious‑metal ETFs), fixed income and Treasury Inflation Protected Securities.
The firm applies both fundamental and technical analysis and uses a mix of long‑term and short‑term trading strategies, tailoring allocations to each client’s goals, time horizon and risk tolerance. Accounts are managed on a discretionary basis, reviewed at least monthly, and clients receive regular custodial reporting; the firm commonly uses institutional custody platforms and may receive research or services from custodians.
A distinctive aspect of the business is that Conroy Capital acts as manager and general partner to CC Equity Partners LP, a long‑only private fund the firm added recently, and may recommend the fund to suitable clients while retaining full ownership interest. Operating a pooled private fund while remaining a small, solo‑advisor independent firm is relatively uncommon among peers and represents a material component of the firm’s activities.
Client services
Expertise
Fee options
1.00% annually
Main office
Bensalem PA
Advisors at this office
1
Most active in
Pennsylvania
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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