CONVERGENCE INVESTMENT PARTNERS, LLC
Firm details
- Headquarters
- PALM BEACH GARDENS, Florida
- CRD number
- 148472
- Registered since
- October 28, 2008
- Website
- www.investcip.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies51.19%
- HNWI31.64%
- Other Investment Advisers8.73%
- Charitable Organizations7.34%
- Insurance Companies0.68%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Convergence Investment Partners, LLC is an SEC-registered investment adviser organized as an LLC since 2008. The firm serves both individuals and families as well as institutional clients and charges fees as a percentage of assets under management. Its advisory work centers on discretionary portfolio management across individual and small business accounts, investment companies, and institutional or business clients. Convergence does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2TODD HANSON
Partner, COOCRD 1910727
AMY ABITZ SCHWALENBERG
Partner, COOCRD 3073822
Contacts
3 of 5DAVID ABITZ
Partner, PresidentCRD 2650834
JUSTIN NEUBERG
PartnerCRD 6224180
KENNETH LENHART
Portfolio ManagerCRD 4660765
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PALM BEACH GARDENS, FL
PALM BEACH
Location
PALM BEACH GARDENS, FL
Headquartered in PALM BEACH GARDENS, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 3801 Pga Blvd
- Time zone
- ET (UTC-5)
- Office locations
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