Convergent Ventures LLC
Firm details
- Headquarters
- ,
- CRD number
- 326986
- Registered since
- June 9, 2023
- Website
- convergentvc.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Zachariah Jonasson
Chief Financial OfficerCRD 6039556
Contacts
3 of 3
Julia Davourie
Co-FounderCRD 7355887

Christina Jenkins
Co-Founder and General PartnerCRD 7355885

Frank Levinson
Co-Founder & General PartnerCRD 6039614
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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