Convergence Investment Partners, LLC
● SEC registered since 2008CRD 148472SEC# 801-69707Palm Beach Gardens, FL
Reg. AUM
$523.6M
Employees
5
Accounts
447
Location
Palm Beach Gardens, FL
Convergence Investment Partners, LLC assets under management
Convergence Investment Partners, LLC is an SEC-registered investment adviser based in Palm Beach Gardens, FL. The firm has been registered since 2008. It reports $523.6 million in regulatory assets under management and employs 5 people.
Convergence Investment Partners, LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Kristina Abitz Schwalenberg Control | Chief Operating Officer | Under 5% | 2023 |
| David and Sheila Abitz Revocable Trust Dated October 11, 2014 | Member | 10-25% | 2014 |
| David James Abitz Control | President And Chief Investment Officer | Under 5% | 2008 |
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Join to unlock · $37/moFrequently asked questions
How much does Convergence Investment Partners, LLC manage?
Convergence Investment Partners, LLC reports $523.6 million in regulatory assets under management on its Form ADV.
How many employees does Convergence Investment Partners, LLC have?
Convergence Investment Partners, LLC reports 5 employees.
Where is Convergence Investment Partners, LLC located?
Convergence Investment Partners, LLC is based in Palm Beach Gardens, FL and has been SEC-registered since 2008.
Does Convergence Investment Partners, LLC disclose fund performance?
Convergence Investment Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3801 Pga Blvd., Suite 1001, Palm Beach Gardens, FL 33410-2757 |
| Phone | 561-494-8001 |
| Fax | 561-494-8006 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1456133 |
| Discloses disciplinary history | No |
Regulatory AUM
$523.6M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$523.6Mregulatory AUM
Discretionary $477.9MNon-discretionary $45.7M