CONVERGENCY PARTNERS ADVISORS LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 326447
- Fee structure
- Fixed Fees, Other
Firm profile
FINTRXOverview
Convergency Partners Advisors LLC is organized as a limited liability company that serves institutional clients. The firm reports a fee model that includes fixed fees and other fee arrangements rather than traditional AUM‑percentage billing. It is classified as unclassified in the available data and is not identified as a capital allocator. The adviser is noted as a domestic entity with individual ownership and is not characterized as a multi‑state adviser or a newly formed adviser. The profile also indicates the firm does not identify as an active ESG investor and does not act as a pension consultant or a related adviser to another registered manager.
Assets & Accounts
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
Contacts
2 of 2ERIC HOERDEMANN
PartnerCRD 4507319
JEFFREY MILLER
PartnerCRD 1792014
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 265 Franklin St
- Time zone
- ET (UTC-5)
- Office locations
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