CRD: 158100
Convergent Capital Partners, LLC
$17.1M Total AUM
$17.1M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company · John Hancock · Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-21-2011
- Office Locations
- 1
Office Locations
75 State Street Suite 100 PMB 4423 Boston MA
About Convergent Capital Partners, LLC
Convergent Capital Partners, LLC is a Boston-based retail RIA led by managing partner/CCO Gregory Luca Fontana. The firm provides portfolio construction and retirement plan support, with an investment approach heavily oriented to ETFs alongside mutual funds (and hedge funds noted as an area of focus). Custody relationships include Charles Schwab.
Team overview
-- AVG AGE
$17.1M AVG AUM / ADVISOR
$777.4K AVG AUM / CLIENT
15 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
G
GREGORY LUCA FONTANA MR.
Chief Compliance Officer, Managing Partner, National Director
- CRD
- #1336710
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,102,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,102,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Derivatives:
Available | Asset class | Assets | Assets % |
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| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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