# Conning: portfolio, investments and team

> Conning is an asset manager based in United States. 2 investments on record, latest Sept 2002. Portfolio, stages, co-investors and team.

Source: https://millionrounds.com/fund/conning (Millionrounds; every figure on the page links to its filing or article)

United States · [Investor](https://millionrounds.com/investors)

# Conning

Last cheque observed Sep 2002. Silence since then is not evidence of inactivity: our sources miss unannounced rounds.

Email

Quiet Asset manager

Series A Series E Medical Service Industry Insurance

Follow Conning and see its new cheques in your feed. [Start following](https://millionrounds.com/login?join=1&why=follow&next=%2Ffund%2Fconning)

Cheques on record

**0%** of best year **0** **cheques in 12 months**, 2 on record

Since the last cheque **8801** days **00** hrs **00** min **00** sec

Median round **$7.1M** Rounds led **0 of 2** Sole investor **1 rounds** Exits **1 from the portfolio**

Pitch Conning

## Conning highlights

- 01 2 rounds on record
- 02 Mostly Series A and Series E: 100% of its rounds
- 03 Sole investor in 1 rounds, median $10M
- 04 1 exits from the portfolio

## What they do

- **Type:** Asset manager (from a list, unverified)
- **Cheque size:** Not stated
- **Sectors:** Medical Service Industry Insurance
- **Based in:** Hartford, United States
- **Cold pitches:** Not stated

## The record

Every round we can evidence, newest first **2 appearances**

- **2002** 1 round
- **Sept** **[Infoglide Software Corporation](https://millionrounds.com/company/infoglide-software-corporation)** Series E · US **$4.2M** With 3 others
- **2000** 1 round
- **May** **[Axiom8, Inc.](https://millionrounds.com/company/axiom8-inc)** Series A · US **$10M** Sole investor

An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.

## The team

Named by the firm itself, on a filing, its Form ADV or its company registration **8 named**

CA **Cynthia Anne Beaulieu** Managing Director, Sr. Portfolio Manager & CIO North America i Form ADV

JW **Jung Won Lee** Chief Financial Officer i Form ADV

KR **Kenneth Ronald George** Finop i Form ADV

LE **Linwood Earle Bradford** Chief Executive Officer & Chair of the Board i Form ADV

LM **Lynn Marie Ryan** Managing Director, Sr. Portfolio Manager i Form ADV

MK **Matthew Kenneth Daly** Head of Conning North America i Form ADV

RS **Robert Stedman Pearce** Chief Compliance Officer i Form ADV

V(**Vi (viola) R. Smalley** Chief Legal Officer\Corporate Secretary i Form ADV

We also hold **12** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

## What the register says

From the firm's own filings with the SEC, which it must file accurately by law

**$108B** assets it manages, 3 advisers combined Oct 2026

**Registered** investment adviser full reporting to the SEC

- **Legal name:** Goodwin Capital Advisers, Inc.
- **SEC number:** CRD 108290

## Exits from the portfolio

Companies it backed that were later bought or listed **1 in all**

**[Infoglide Software Corporation](https://millionrounds.com/company/infoglide-software-corporation)** Bought by Fair Isaac **$1.0M** Apr 2013

An exit counts when it came after the firm's first round in the company. From historical deal records.

## The cheque

Series A Series E

Median round joined **$7.1M** the round, not its cheque Alone, median **$10M**

Led 0 of 2 rounds **0%**

- **Sole investor:** 1 rounds
- **Last cheque:** Sept 2002
- **Exits:** 1 from the portfolio

Rounds by stage said on their site

- Series A *1*
- Series E *1*

Cheques by year Led Joined

2000 2002

**Pitching Conning?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque.

Add to your CRM *→*

## Quick answers about Conning

### What does Conning invest in?

Conning invests most often at Series A and Series E (100% of the rounds on record), in sectors such as Medical, Service Industry and Insurance.

### How active is Conning?

2 investments on record, 0 of them in the last 12 months. The most recent was in Sept 2002.

### How big are Conning's cheques?

The median round it joins is $7.1M.

### Is Conning investing now?

No investments in the last 12 months; the latest was in Sept 2002.

### What kind of investor is Conning?

Conning is an asset manager based in Hartford, United States.

### How much does Conning manage?

About $108B, as regulatory assets under management, 3 advisers added together (Oct 2026).

### When was Conning founded?

Conning was founded in 1912.

### Where does this information on Conning come from?

From public registers and its own website, checked and rebuilt every night.

## Raising now?

Find the investors who back rounds like yours, and keep every conversation on one fundraising board.

Find similar investorsOpen your CRM

Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=conning) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=conning)
