Convergent Ventures LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
,
CRD number
326986
Registered since
June 9, 2023

Firm profile

FINTRX

Overview

Convergent Ventures LLC is a limited liability company that registered with the SEC in 2023. Its ownership structure includes both a domestic entity and an individual. The firm’s regulatory profile is unclassified and it is not designated as a capital allocator. Convergent functions as an investment adviser and sponsor, serving as a general partner and managing member of pooled investment vehicles rather than operating as a multi-state adviser, pension consultant, or related adviser. The firm does not identify as an active ESG investor. Convergent’s activity centers on advisory and sponsor roles for private investment vehicles, with an emphasis on venture capital strategies rather than direct retail or institutional advisory accounts.

Assets & Accounts

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

Owners & executives

1 of 1
  • Zachariah Jonasson

    Zachariah Jonasson

    Chief Financial OfficerCRD 6039556

Contacts

3 of 3
  • Julia Davourie

    Julia Davourie

    Co-FounderCRD 7355887

  • Christina Jenkins

    Christina Jenkins

    Co-Founder and General PartnerCRD 7355885

  • Frank Levinson

    Frank Levinson

    Co-Founder & General PartnerCRD 6039614

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth