Vergent Asset Management

RIASEC RegisteredEst. 2021
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$208M
Accounts
6
Employees
10
Advisory reps
10

Firm details

Headquarters
London,
CRD number
290165
Registered since
April 30, 2021
Custodians
HSBC SAUDI ARABIA, CITI PRIVATE BANK, RIYAD CAPITAL
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Other Investment Advisers60.41%
  • Sovereign Wealth Funds35.13%
  • Pooled Investment Vehicles4.46%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Vergent Asset Management is a limited liability partnership that operates as a hedge fund manager focused on institutional clients. The firm provides portfolio management for pooled investment vehicles and for businesses or institutions, and it also functions as a sponsor/GP/managing member of pooled vehicles. Vergent charges a combination of percentage-of-AUM and performance-based fees, reflecting a traditional hedge fund fee construct. The adviser is SEC-registered (2021), has related-adviser relationships, and reports a client base concentrated to a small number of institutional relationships. Investment activity is concentrated in equities, with a clear preference for exchange-traded instruments. The firm maintains pooled funds while also managing discretionary institutional mandates. Vergent is not identified as an active ESG investor and it does not present as a multi-state adviser. Ownership is split between foreign and individual owners.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 93%, Cash & Cash Equivalents 7%93%
  • Exchange Traded Equities93%
  • Cash & Cash Equivalents7%

Owners & executives

1 of 1
  • John Stoddart

    John Stoddart

    President and Chief Executive OfficerCRD 4347635

Contacts

3 of 9
  • Stephen Reynolds

    Stephen Reynolds

    Vice PresidentCRD 4843745

  • Gary Simonette

    Gary Simonette

    Vice President, Institutional SalesCRD 5376689

  • Timothy Marzec

    Timothy Marzec

    Vice PresidentCRD 6592061

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
Sw House 11a Regent St St Jamess
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth