State of the Union

Insights into the Alternative Asset Management Industry

The Most Comprehensive Alternative Asset Management Report with Data Compiled from Over 130,000 Funds Managed by 13,000+ Advisers in over 68 Countries.

Institutional Investors


Track which strategies are being allocated to and recent regulatory enforcements trends against advisers.

Asset Managers


Identify and understand trends across strategies and asset classes. Benchmark your efficiency and diversity against the market.

Service Providers


Understand outsourcing and capital allocation decisions in the market to gain insights into adviser's behaviors.

How You Benefit

Analyze overall alternatives growth

Monitor and track existing service provider relationships 

Understand the frequency of Regulatory Enforcements and Other Than Unqualified Audits

Conduct competitive analysis

Decompose adviser staffing and outsourcing trends

Features

Name of the Registered

Investment Advisor

Denotes whether registered with the SEC or a State Jurisdiction. State filers are typically smaller, so you can filter based on your preferences.

Exempt or Non-Exempt Reporting 

Status of the Advisor.

Types of advisory services 

offered and the primary

investment strategy

Year the Advisor was founded

SEC-Assigned Unique Identifier. 

PLUS 17 MORE COMPLIANCE FEATURES!! 

Features

Growth of Advisers and Private Funds

Capital Allocation by Fund Type

Service Provider Growth by Fund Type

Asset Manager Operating Efficiency Analysis

Operational Risk Analysis

Regulatory and Unqualified Audit Analysis

Gender Diversity & ESG Trends

Features

Name of the Registered

Investment Advisor

Denotes whether registered with the SEC or a State Jurisdiction. State filers are typically smaller, so you can filter based on your preferences.

Exempt or Non-Exempt Reporting 

Status of the Advisor.

Types of advisory services 

offered and the primary

investment strategy

Year the Advisor was founded

SEC-Assigned Unique Identifier. 

PLUS 17 MORE COMPLIANCE FEATURES!! 

Features

Able to be integrated with your CRM

Contact name & e-mail address

Exempt or Non-Exempt Reporting Status of the Advisor

Types of advisory services offered and the primary investment strategy

Year the Advisor was founded

SEC-Assigned Unique Identifier

Plus 17 additional critical data points on the contact and Adviser.

"The Convergence State of the Union provided insights in to trend that I am experiencing the effect of daily."

-Partner at Top 10 Audit Firm   

Work Smarter, Not Harder

Contact emails are critical to your business development and marketing  activities and can help you network with firms similar to yours that you  may not know existed. Stop wasting time sifting through data trying to find contact information that isn’t right. The Convergence Contact  Directory quickly and efficiently helps identify new business opportunities and their relevant contact information. We do the heavy lifting so you can focus on what you do best.

Quickly and Efficiently Understand the Market

Our State of the Union Report breaks down industry trends in a concise digestible manner.

Unique Data 

Refresh Frequency

New emails identified everyday

Monthly Refresh sent to Clients

Ongoing Email Validation

    Convergence's Data Integrity

We spent several years evaluating, normalizing and curating data sources, including regulatory filings, to our accuracy standards and we developed various approaches to attribute fund assets to their respective Advisers.

Our private fund database is the largest and most comprehensive in the market. We track 130,000+ Hedge, Private Equity, Venture Capital, Real Estate, Securitized Asset and Other funds.

Meet the founders

Convergence was founded in 2013 by former executives of JP Morgan, Apollo Global, GlobeOp Financial, BISYS, Fidelity Alternative Investments, Bank of America, Arthur Andersen, KPMG, and MFS Investments who sought to fill a void in data, research and analytics coverage of the Alternative Investments space. A combined 120 years of industry experience coupled with our leading technology has rapidly brought Convergence to the forefront of RIA infrastructure best practices and transparency.

FAQ

What is the Convergence State of the Union?

A detailed annual report that covers trends in the alternative asset management industry. The report analysis managers, service providers, and regulators.

Why should I care about State of the Union?

You will gain an unprecedented holistic view of the entire alternative asset management industry.

In what format will I receive the State of the Union?

The State of the Union is downloadable in a PDF format.

When will I receive the State of the Union after purchase?

You will receive the State of the Union within 2 business days after purchase.

Are State of the Union a subscription model? And how frequently will I receive updates?

Yes, it is annual subscription.

Do you have a support number or email if I have questions about the State of the Union?

Yes, there is a support chat on our page as well as a contact email info@convergenceinc.com.

Our Data and Operating Principals

Have customized needs? CONTACT US

Get in touch with George Gainer