CONVERGE MANAGEMENT COMPANY, LP

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CAMBRIDGE, Massachusetts
CRD number
301982

Firm profile

FINTRX

Overview

Converge Management Company, LP is a limited partnership that operates primarily as an adviser, sponsor and general partner for pooled investment vehicles. The firm’s publicly reported activity centers on managing private funds, with a clear tilt toward venture capital. It is organized as a domestic entity and is not identified as a multi-state adviser, pension consultant, or active ESG investor. Converge appears structured to originate, manage and administer private pooled vehicles rather than to run retail advisory relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • NEELANJANA BHOWMIK

    Founder & General PartnerCRD 4246359

  • MAIA HEYMANN

    Founder & General PartnerCRD 2820775

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CAMBRIDGE, MA

MIDDLESEX

Location

CAMBRIDGE, MA

Headquartered in CAMBRIDGE, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
MIDDLESEX
Address
245 Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth