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Convergence Wealth Partners
Convergence Wealth Partners LLC is a state-registered investment adviser in Redding, CA. It manages approximately $17 million in regulatory assets.
Overview
Convergence Wealth Partners LLC is a state-registered investment adviser in Redding, CA. It manages approximately $17 million in regulatory assets. The firm has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
2008
Location
Region
North America
Country
United States
City
Redding
Corporate office
Palm Beach Gardens, FL, United States
Principals
Steven Dimitriou
Managing Partner & Co-Founder
Chris Cannon
Partner & Co-Founder
David Edwards
President
Sector focus
Frequently asked questions
Does Convergence Wealth Partners construct direct co-investment programs for clients?
Yes, the firm evaluates direct co-investment opportunities alongside its core fund-commitment activity when client scale and liquidity profiles permit. However, the firm's primary investment posture is as an allocator to third-party managers rather than a co-investment syndicate leader. Specific co-investment vehicles or named transactions have not been publicly disclosed.
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