# CONVERGENT CAPITAL PARTNERS, LLC

CONVERGENT CAPITAL PARTNERS, LLC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 158100
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/158100/brochure
- Similar advisers: https://search.stillhousedata.com/firm/158100/similar
- Related entities: https://search.stillhousedata.com/firm/158100/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/158100

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.