The Convergence Database Includes:

  • 5,000 data points on each Advisor/Manager updated daily, including:
  • 18,000+ SEC Registered Investment Advisors
  • 20,000+ Alternative State Registered Advisors
  • 375,000+ Funds
  • 6,000 + Service Providers
  • 100,000+ C-Suite Executives Contact Information
  • 48,000+ Form D Filings (Hedge, Private Equity, Venture Capital and Other Funds)
  • 30 + Primary Investment Strategies all stratified by RAUM size bands


  • Used to research SEC and State registered Advisors. Used for Service Provider Business Development – Client Surveillance – Operational Due Diligence and Risk Management. In depth query of key individuals – 13f – asset classes and strategies.


  • Used to Research analytics on Advisors and Service Providers. Will help to identify Advisor and Service Provider practices and risk relative to a peer group.


  • The reporting section delivers ‘packaged’ reports and files on Advisors and Service Providers. This includes significant surveillance of new events and material changes.


  • We create original content to help you make faster and more informed business decisions.
  • You can act upon our data-We eliminate your need to make sense out of vast amounts of data

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