Convergence Investment Partners, LLC

RIASEC RegisteredEst. 2008

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 SEC-registered advisory firm (registration year 2008) that provides portfolio management services to individuals, families and institutional clients. The firm operates as a limited liability company and charges fees based on a percentage of assets under management. Its advisory activities cover separately managed accounts for individuals and small businesses, investment companies, and other business or institutional clients. Convergence does not identify as an ESG-focused manager and is not described as a multi-state or pension consultant advisor in the available profile.