Investment adviser · CRD 113648

CONRAD CAPITAL MANAGEMENT, INC.

Investment adviser filing (IA)

HAUPPAUGE, NY, United States · Form ADV filed May 19, 2026

Regulatory AUM
$90.7M
Form ADV · Item 5.F
Client accounts
502
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
2
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals20$51,736,25657.1%
Individuals112$38,933,66842.9%
Filing source

Form ADV 2106812 · May 19, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CCM PARTNERS, LPOther Private Fund · Last reported Jul 10, 2020$8.79MGross asset value

Form D fundraising filings

CCM PARTNERS LP

Fund administrator COHEN & ASSOCIATES, LLC WESTPORT, Connecticut, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor SPICER JEFFRIES LLP DENVER, Colorado, United States
Custodian CHARLES SCHWAB & CO., INC. ORLANDO, Florida, United States Related to adviser: No
Prime broker SIGNATURE SECURITIES NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

SPICER JEFFRIES LLP
PCAOB 349

CHARLES SCHWAB & CO., INC.
SEC 8-16514

SIGNATURE SECURITIES
CRD 104233 · SEC 8-52697

Fund details & source
Fund ID
805-1479693394
Reported beneficial owners
40
Minimum commitment
$250K
Form D file number
021-44935

Form ADV 1444227 · Jul 10, 2020 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: May 19, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly

Principal office

1300 VETERANS MEMORIAL HWY, SUITE 230
HAUPPAUGE, NY, 11788, United States

CRD 113648

Filing source

Form ADV 2106812 · May 19, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.