Divergence Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 139601
- Website
- www.divergentcapital.ca
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Divergence Capital Management is a small, owner-operated advisory firm that focuses on discretionary portfolio management for individual and family clients and small businesses. The firm runs fee-based accounts charged as a percentage of assets under management and tilts the portfolios toward publicly traded equities. Its operating footprint is single-office and single-state, and the firm does not position itself as an ESG-focused allocator, pension consultant, or a multi-state adviser. Investment activity centers on direct equity exposure delivered through separately managed account structures and exchange-traded instruments, with an emphasis on customization for a limited client base.
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 Equities60%
- US Government Bonds40%
Owners & executives
1 of 1
Douglas Perkins
Chief Investment OfficerCRD 2520305
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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