Convergency Partners Advisors LLC

Overview

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