Convergent Capital Partners, LLC

Convergent Capital Partners LLC provides discretionary investment advisory and portfolio management to individuals, high net worth, and institutional clients, delivering customized portfolios primarily composed of exchange‑listed securities. The firm reports approximately $17.1 million in assets under management for a small client roster and serves both U.S. and a notable non‑U.S. client segment.

The advisor follows a value‑focused, opportunistic approach that combines fundamental and technical analysis and typically holds positions for more than a year while retaining flexibility to rebalance or trade tactically. CCP may employ options, margin and short positions to hedge or gain exposure within separately managed accounts, and documents these strategies as part of its discretionary management.

Compared with many independent advisers, CCP is a small, owner‑operated firm whose principal brings long experience in institutional research and portfolio management and graduate finance training, per the brochure. The firm’s meaningful non‑U.S. client presence and routine use of derivatives and margin in managed accounts are atypical for peers and can introduce additional complexity and risk; CCP operates on a fee‑only basis and does not take custody of client assets.