| 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 |
Convergence Investment Partners, LLC reports $464.8 million in regulatory assets under management on its Form ADV.
Convergence Investment Partners, LLC reports 6 employees.
Convergence Investment Partners, LLC is based in Palm Beach Gardens, FL and has been SEC-registered since 2008.
Convergence Investment Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $438.9M |
| Non-discretionary | $25.9M |
| Total (RAUM) | $464.8M |