# Vergence Institutional Partners LLC

> Vergence Institutional Partners LLC is a state-registered investment advisory firm, registered since 2019, with no regulatory assets under management reported in its Form ADV filing dated January 15, 2026.

- CRD: 301349
- Filed as: VERGENCE INSTITUTIONAL PARTNERS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: January 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/301349
- AdvisorCensus page: https://advisorcensus.com/firm/vergence-institutional-partners-llc-301349

## Quick answers

**How is Vergence Institutional Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Vergence Institutional Partners LLC reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Vergence Institutional Partners LLC registered with the SEC or a state?**
Vergence Institutional Partners LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 301349.

**Does Vergence Institutional Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/301349

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Pension consulting services

### Firm details
- Registered since: 2019 (7 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KY, MA, MI, RI, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- vergencepartners.com
- LinkedIn @vergencepartners

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vergence Institutional Partners LLC (CRD 301349): Form ADV filing data as of October 2026.