CONVERGENT CAPITAL PARTNERS, LLC

CONVERGENT CAPITAL PARTNERS, LLC of BOSTON, MA is an SEC-registered investment adviser (CRD 158100). Regulatory assets under management: $17.1M.

Registration

• CRD: 158100
• Type: Registered investment adviser
• Location: 75 STATE STREET, BOSTON, MA, 02109
• Phone: (617) 418-1900
• Latest filing: 2026-03-16
• Regulatory AUM: $17.1M
• Discretionary AUM: $17.1M
• Clients: 1
• Accounts: 18

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 158100 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search