Convergency Partners Advisors LLC

Overview

Convergency Partners Advisors LLC is organized as a limited liability company and is classified as an institutional registered investment adviser. The firm reports an institutional client focus and is described as having an owner structure that includes both a domestic entity and an individual. Its fee arrangements are listed as fixed fees and other, rather than a performance-only or purely asset-based schedule. The record does not include a year of SEC registration. The firm is flagged as not being a capital allocator and not operating as a multi-state adviser. It is not identified as an active ESG investor, is not described as a pension consultant, and has no reported related-adviser affiliation.

Assets & Accounts

Investments & Alternatives

Location & Offices