D
$3.0M Total AUM
$3.0M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
19 yrs Firm Age
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- Custodian
- Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-16-2007
- Office Locations
- 1
Office Locations
-- Greenwich CT
About Divergence Capital Management
Divergence Capital Management is a boutique RIA in Greenwich, CT, led by Douglas Michael Perkins, serving retail clients with portfolio construction and investment management. Reported SMA assets are concentrated in ETFs and U.S. government/agency bonds, with cryptocurrency listed among its tracked asset classes. Custody is reported with Morgan Stanley.
Team overview
-- AVG AGE
$3.0M AVG AUM / ADVISOR
$274.5K AVG AUM / CLIENT
19.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Quantum
Custodian
Delta Ember Summit matrix
Platform
Focus
Services
Legacy
Owner & Executives
D
DOUGLAS MICHAEL PERKINS
Director, President
- CRD
- #2520305
- Ownership
- 75% or more
(910) 861-3116
vital.ember@ridgecapital.com
in linkedin.com/in/ridge-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,020,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,020,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,020,000
Equity - Exchange:
60.2% U.S. Government/Agency:
39.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,073,144,988 | 60.2% |
| U.S. Government/Agency | $2,031,747,018 | 39.8% |
| Total | $5,104,892,006 | 100.0% |