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CONVERGENCE INVESTMENT PARTNERS, LLC
CRD 148472 · SEC 801-69707
3801 PGA BLVD., SUITE 1001, PALM BEACH GARDENS, FL, 33410-2757, United States
Phone
561-494-8001
Fax
561-494-8006
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$523.6M
Discretionary AUM
$477.9M
Team
5 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 224 | $165.7M |
| Investment companies | 1 | $268.0M |
| Charitable organizations | 5 | $38.4M |
| Other investment advisers | 211 | $45.7M |
States served
CA, KS, NV, NJ, NY, OK, WI, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD