Convergency Partners Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
2
of 4 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Convergency Partners Advisors LLC provides advisory and go‑to‑market consulting to asset managers, wealth managers, and private fund managers rather than to individual investors. Its services typically include developing business plans, competitive positioning (notably versus credit peers seeking wealth‑channel distribution), product and vehicle recommendations, and introductions to broker‑dealers and other financial intermediaries.
The firm does not manage client assets or develop implementable investment strategies; instead it focuses on operational and distribution advisory work and tailors deliverables to each client’s organizational goals. In working with clients Convergency conducts due diligence on proposed third‑party partners — reviewing service offerings, regulatory history, management, and technology — before making introductions.
What is distinctive about Convergency is its fee and business model: it does not use a standard percentage‑of‑assets‑under‑management fee common among many investment managers and instead relies on negotiated fixed and revenue‑sharing arrangements tied to clients’ management or incentive fees. The firm also reported no assets under management as of December 2025, and its personnel are affiliated with Middlemarch Securities LLC as registered representatives, a disclosed relationship that can produce separate compensation and potential conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Minimum fee: Fixed fee between $0 and $75,000 per month
Main office location
Convergency Partners Advisors LLC
265 Franklin Street, Suite 1702
Boston MA 02110, United States
Number of offices
1
Most active in
Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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