Vergent Asset Management
Firm details
- Headquarters
- London,
- CRD number
- 290165
- Registered since
- April 30, 2021
- Website
- www.cclgroup.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities93%
- Cash & Cash Equivalents7%
Owners & executives
1 of 1
John Stoddart
President and Chief Executive OfficerCRD 4347635
Contacts
3 of 9
Stephen Reynolds
Vice PresidentCRD 4843745

Gary Simonette
Vice President, Institutional SalesCRD 5376689

Timothy Marzec
Vice PresidentCRD 6592061
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
London, null
Location
London, null
Headquartered in London, null.
- Address
- Sw House 11a Regent St St Jamess
- Office locations
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