Convergence Investment Partners, LLC

RIASEC Registered

Total AUM

$524M

Discretionary

$478M

91% of AUM

Avg account

$1.2M

Accounts

447

Employees

Advisory reps

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

FINTRX

Overview

Convergence Investment Partners, LLC is an institutional registered investment adviser organized as an LLC that has been SEC-registered since 2008. The firm manages portfolios for individuals and families as well as for investment companies and institutional/business clients, charging fees as a percentage of assets under management. Its advisory work emphasizes discretionary portfolio management across client types rather than acting as a capital allocator or pension consultant.