CRD: 324549
Divergent Capital Asset Management LLC
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- Custodian
- Charles Schwab & Company · Interactive Brokers · Pershing
- Clients
- Retail and Institutional
- Platforms
- InsightVector +more
- Established Date
- 04-20-2023
- Office Locations
- 2
Office Locations
About Divergent Capital Asset Management LLC
Divergent Capital Asset Management is an asset manager focused on alternative private market investing. It helps RIAs, independent wealth advisors, and select individuals build and brand customized private credit, private equity, and venture capital portfolios, or implement established strategies. Divergent provides end-to-end operations—legal structuring, due diligence, and ongoing management—through an institutional-quality platform built for compliant, scalable implementation.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHRISTOPHER CONLEY CHAKFORD
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2638492
- Ownership
- Less than 5%
Harris Morgan Dzwonkowski
Chief Operating Officer, Head Of Investments
- CRD
- #6428780
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JAVIER ALBERTO LORETO
--
- CRD
- #5901189
RYAN R WELLS
Vice President
- CRD
- #3238125
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,438,514 | -- |
| Non-Discretionary | $12,664,486 | -- |
| Total | $50,103,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $42,153,073
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $610,997,661 | 8.3% |
| Public Funds | $500,576,397 | 6.8% |
| Private Funds | $1,369,223,674 | 18.6% |
| Equity - OTC | $1,133,658,311 | 15.4% |
| Derivatives | $1,221,995,322 | 16.6% |
| Other | $360,709,463 | 4.9% |
| Cash | $1,074,766,970 | 14.6% |
| U.S. Government/Agency | $1,089,489,805 | 14.8% |
| Total | $7,361,417,603 | 100.0% |