Data / Investment advisers / Florida / Convergence Investment Partners, LLC
Convergence Investment Partners, LLC, Palm Beach Gardens, FL: $524 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Convergence Investment Partners, LLC is an SEC registered investment adviser with its main office in Palm Beach Gardens, Florida and reports $524 million in regulatory assets under management in its Form ADV filed March 23, 2026. Its clients include investment companies, high net worth individuals and other investment advisers. It is paid through a percentage of assets under management.
The request: Watch Convergence Investment Partners, LLC (CRD number 148472): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 148472
- SEC file number
- 801-69707
- SEC status
- Approved, effective October 28, 2008
- Main office
- 3801 Pga Blvd. Suite 1001, Palm Beach Gardens, FL 33410
- Phone
- (561) 494-8001
- Regulatory AUM
- $523,573,429 in the Form ADV filed March 23, 2026
- Discretionary AUM
- $477,857,869
- Non discretionary AUM
- $45,715,560
- Accounts
- 447
- Employees
- 5, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $268 million |
| High net worth individuals | 224 | $165.7 million |
| Other investment advisers | 211 | $45.7 million |
| Charitable organizations | 5 | $38.4 million |
| Insurance companies | Fewer than 5 | $3.6 million |
| Corporations or other businesses | Fewer than 5 | $2.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $523.6 million | March 23, 2026 |
| December 1, 2025 | $464.8 million | March 10, 2025 |
Other advisers in Palm Beach Gardens
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Martin Investment Management, LLC | Palm Beach Gardens | $888.1 million | 1 | adviserinfo.sec.gov |
| American Ventures IM LLC | Palm Beach Gardens | $838.7 million | 27 | adviserinfo.sec.gov |
| Zega Investments, LLC | Palm Beach Gardens | $614 million | Not listed | adviserinfo.sec.gov |
| Vine Investment Advisors, LP | Palm Beach Gardens | $583.5 million | 8 | adviserinfo.sec.gov |
| Atticus Wealth Management | Palm Beach Gardens | $565.3 million | Not listed | adviserinfo.sec.gov |
| Global Trust | Palm Beach Gardens | $450.2 million | Not listed | adviserinfo.sec.gov |
| Poinciana Advisors Group, LLC | Palm Beach Gardens | $396 million | Not listed | adviserinfo.sec.gov |
| Great Elm Capital Management, LLC | Palm Beach Gardens | $346.1 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Palm Beach Gardens, FL
- Investment advisers in Florida
- Advisers with $500 million to $1 billion in AUM
- Advisers serving investment companies
- Advisers serving high net worth individuals
- Convergence Investment Partners, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.