UMERGENCE LLC
Firm details
- Headquarters
- PLANTSVILLE, Connecticut
- CRD number
- 284368
- Registered since
- September 19, 2017
- Website
- www.umergence.com
Firm profile
FINTRXOverview
Umergence LLC is an SEC-registered limited liability company that first registered in 2017. The firm is listed as an unclassified adviser and is owned at the entity/individual level. Filings indicate it is not a capital allocator, does not identify as an active ESG investor, and is not described as a pension consultant or related adviser. The firm has provided minimal public detail about its advisory business. There are no disclosed descriptions of client segments, fee schedules, advisory activities, or investment mandates in the material reviewed.
Assets & Accounts
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
Owners & executives
3 of 5Addie Jensen
Chief Operations OfficerCRD 7076836
DAVID LOGAN
Co-Founder and CEOCRD 6627847
STEPHEN MASIELLO
Founder & CEOCRD 2682216
Contacts
3 of 46Victor Park
Principal and FounderCRD 1928226
William Hogan
Managing DirectorCRD 4120547
David Hirsch
Managing DirectorCRD 7348165
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PLANTSVILLE, CT
HARTFORD
Location
PLANTSVILLE, CT
Headquartered in PLANTSVILLE, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- HARTFORD
- Address
- 1006 S Main St
- Time zone
- ET (UTC-5)
- Office locations
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