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Convergent Fund Managment

7301 Vista del Mar, Suite A-212
Playa del Rey, California 90293
United States
 
Contact :      null
Phone :       310-561-3646
Fax :             484-737-4043
Email :         info@convergent-funds.com
Web :           http://www.convergent-funds.com

Convergent Fund Managment Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $2
Tax-Exempt Managed ($Mil) : $80,000
Taxable Assets Managed ($Mil) : $1,920,000
Year Founded : 2003
Wrap Programs Offered? : No
# of Accounts Managed : 12
In-House Research : 100 %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Convergent Fund Managment History

null

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
9
$2150000
 
Limited Partnership :
 
Foundations :
ERISA :
1
$55000
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : 2 Analysts : 0
Portfolio Managers : 2 Traders : 0
Client Service : 0 Operation : 0

Convergent Fund Managment Personnel

Mr.  Christopher Powell, CFA

Portfolio Manager
Tel : 310-561-3646
Email: cpowell@convergent-funds.com
Chris Powell is a founding principal of Convergent. His duties include, among others, portfolio management and development of quantitative strategies. Prior to his work with Convergent, he worked as an equity research analyst with UBS in Tokyo on the Institutional Investor #1-ranked paper/glass/textiles sector team. His investment management experience includes work as an analyst/portfolio manager for Provident Growth Fund (a fund comprising a portion of the University of Southern California endowment). He also has extensive work experience as a Japanese translator. Chris received a BA degree in economics from UC San Diego and subsequently earned an MBA from the University of Southern California. He is a CFA charterholder.

Mr.  Alec Harrell, CFA

Portfolio Manager
Tel : 310-430-5490
Email: aharrell@convergent-funds.com
Alec Harrell is a founding principal of Convergent. His duties include, among others, portfolio management and development of quantitative strategies. Prior investment management experience includes work as an analyst with Needelman Asset Management and as an analyst/portfolio manager for Provident Growth Fund (a fund comprising a portion of the University of Southern California endowment). Most recently, he worked as a valuation analyst with Grobstein, Horwath & Company. Before attending business school, he worked as an attorney with Mitchell, Silberberg & Knupp ? representative clients included, among others, Sony Pictures and Boeing. Alec received a BA degree in politics, philosophy and economics from Claremont McKenna College and subsequently earned JD and MBA degrees from the University of Southern California. He is a CFA charterholder.

Convergent Fund Managment Product Name

Convergent Fundamental Quant Portfolio:Privately Managed Accounts
Report Created: September,20 2020.  Copyright Money Manager Review , All rights Reserved.
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