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New Manager Inquiry Form

If you are interested in having Convergent consider your firm as a manager, you must complete the form below. Your cooperation is greatly appreciated. If you have any questions, please contact us at manager@convergentwealth.com.

General Info:
Manager Name
Funds
Please list all managed by the above firm
Is your firm a placement agent for other firms? Check for yes leave blank for No.
   
Provide a brief description/ introduction of your firm:
   
Please provide contact information below:
First Name *
Last Name *
Email
Phone Number
Preferred Contact Method
  Email    Phone
What strategy best describes the fund/firm you represent? Please check all that apply:
U.S. Large Cap Equity
U.S. Small/Mid Cap Equity
Developed Non-U.S. Equity
Emerging Market Equity
Private Equity
Directional Fund of Funds
Directional Funds
Global Macro/CTA
Opportunistic/High Yield Debt
Real Estate
Commodities
Multi-Strategy Funds
Multi-Strategy Fund of Funds
Tax-Exempt U.S. Bonds
Taxable Govt/Corp Bonds
 
Please upload additional information below as PDF attachments.