# Convergence Financial

Convergence Financial is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** convergence-financial.com
- **LinkedIn:** https://www.linkedin.com/company/tyler-hoffmann-mba-23566146

## Regulatory record

- **CRD number:** 304146
- **SEC file number:** 801-116738
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304146

## About

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.

## Sectors

- Private Credit
- Infrastructure
- Real Estate
- Hedge Funds

## 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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Last updated: 2026-07-11T03:38:08.000Z

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