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CONVERGENT CAPITAL PARTNERS, LLC
CRD 158100
75 STATE STREET, SUITE 100 PMB 4423, BOSTON, MA, 02109, United States
Phone
(617) 418-1900
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$17.1M
Discretionary AUM
$17.1M
Team
1 total employees; 1 advisory reps; 11 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $2K |
| High net worth individuals | 10 | $17.1M |
All web addresses on file
Official SEC filing: View on IAPD