Vergent Asset Management LLP is an adviser based in London. It has been registered with the SEC as an adviser since 2018.
Vergent Asset Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The advisory firm has several streams of revenue. Clients pay Vergent Asset Management LLP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Vergent Asset Management is pooled investment vehicles with 1 clients and $0 of assets under management. Among the 3 most similar advisory firms, Vergent Asset Management has the highest percentage of pooled investment vehicles out of all clients.
100% of the firm’s clients are foreign persons or businesses.
Vergent Asset Management also advises several private funds. Namely, one other private fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Vergent Asset Management LLP performs its advisory services is located at 8 Th Floor, 1 Knightsbridge Green, London, Sw1 X 7 Qa, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 011 44 203 535 8141 or by fax 011 44 203 535 8140. The normal business hours are 9am to 5pm uk time on Monday - Friday. You can find more information about the New York firm at cclgroup.com/vergent/en.