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VERGENT ASSET MANAGEMENT

LONDON, United Kingdom · CRD 290165 · IAPD ↗ · vergent-am.cclgroup.com · 44 203 535 8143

$1.25BRegulatory AUM
10Advisory reps
10Employees
0Clients
n/aPlanning clients
2Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

1
April 2025 — VERGENT ASSET MANAGEMENT changed its website from cclgroup.com to vergent-am.cclgroup.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
April 2025 — VERGENT ASSET MANAGEMENT crossed $1B in regulatory AUM ($790.1M -> $1.19B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
40
April 2024 — VERGENT ASSET MANAGEMENT crossed $500M in regulatory AUM ($232.0M -> $790.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.