Investment adviser · CRD 148472
CONVERGENCE INVESTMENT PARTNERS, LLC
Investment adviser filing (IA)
PALM BEACH GARDENS, FL, United States · Form ADV filed Mar 23, 2026
- Regulatory AUM
- $524M Form ADV · Item 5.F
- Client accounts
- 447 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 1 | $268,036,884 | 51.2% |
| High-net-worth individuals | 224 | $165,673,282 | 31.6% |
| Other investment advisers | 211 | $45,715,560 | 8.7% |
| Charities | 5 | $38,447,928 | 7.3% |
| Insurance companies | Fewer than 5 | $3,571,510 | 0.7% |
| Corporations & businesses | Fewer than 5 | $2,128,265 | 0.4% |
Filing source
Form ADV 2076598 · Mar 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 23, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
3801 PGA BLVD., SUITE 1001PALM BEACH GARDENS, FL, 33410-2757, United States
CRD 148472
Filing source
Form ADV 2076598 · Mar 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.