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KEVIN G. CONLON, CPA, PC
KEVIN G. CONLON, CPA, PC is an SEC-registered investment adviser in ROCHESTER, NY. The firm has 1 employee and 1 investment adviser. It is based in ROCHESTER,...
KEVIN G. CONLON, CPA, PC
KEVIN G. CONLON, CPA, PC is an SEC-registered investment adviser in ROCHESTER, NY. The firm has 1 employee and 1 investment adviser. It is based in ROCHESTER, NY.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
—
Country
—
City
—
Corporate office
—
Principals
Kevin G. Conlon
CPA and Principal
Frequently asked questions
Who runs investment decisions at KEVIN G. CONLON, CPA, PC?
Kevin G. Conlon is the named principal and CPA. The firm has no disclosed investment committee or investment staff beyond its owner.
Is KEVIN G. CONLON, CPA, PC structured as a single family office or an RIA?
The firm is registered as a CPA professional corporation. It is not known to function as a family office or registered investment adviser for institutional capital.
What investment stages does KEVIN G. CONLON, CPA, PC typically target?
No public information identifies any investment stage or direct investment activity by this firm.
Which sectors does KEVIN G. CONLON, CPA, PC explicitly avoid?
The firm does not publicly disclose any sector avoidance criteria or investment mandates.
How does KEVIN G. CONLON, CPA, PC source proprietary deal flow?
No proprietary deal flow or sourcing model has been disclosed.
Where does the underlying wealth come from for KEVIN G. CONLON, CPA, PC?
The origin of wealth for the firm's clients or its own capital is not publicly disclosed.
Does KEVIN G. CONLON, CPA, PC participate in fund commitments or only direct deals?
The firm has not disclosed any fund commitment activity or direct deal participation.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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