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Convergence Financial
Convergence Financial is an SEC-registered investment adviser in Columbia, MO, registered since 2019. The firm manages $904 million in regulatory assets, $903...
Convergence Financial
Convergence Financial is an SEC-registered investment adviser in Columbia, MO, registered since 2019. The firm manages $904 million in regulatory assets, $903 million on a discretionary basis. It has 18 employees and 13 investment advisers.
General information
Firm type
Multi Family Office
Sector focus
Frequently asked questions
What investment stages does Convergence Financial typically target?
The firm targets a range of stages across asset classes, including primary fund commitments in private equity and private credit, as well as direct co-investments in infrastructure and real estate projects. Specific stage preferences are not publicly disclosed.
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