Convergency Partners Advisors LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 326447
- Fee structure
- Fixed Fees, Other
Firm profile
FINTRXOverview
Convergency Partners Advisors LLC is a Massachusetts-registered limited liability company that operates as an institutional RIA serving institutional clients. Ownership is listed as a mix of a domestic entity and an individual. The firm reports a fixed-fee and other fee structure rather than a traditional AUM-based charging model, and it does not identify as an ESG-focused investor. It is not described as a multi-state adviser. The firm is not identified as a capital allocator, which, combined with the use of third-party alternative managers in its allocations, suggests a model that emphasizes manager selection and outsourced exposure rather than direct principal investing or proprietary funds.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Eric Hoerdemann
PartnerCRD 4507319
Jeffrey Miller
PartnerCRD 1792014
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, 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
- Suffolk
- Address
- 265 Franklin St
- Time zone
- ET (UTC-5)
- Office locations
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