PALM BEACH GARDENS, FLCRD 148472Latest ADV March 23, 2026
Convergence Investment Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Palm Beach Gardens, FL. Its latest Form ADV filing, dated March 23, 2026, reports $524M in regulatory assets under management, 5 employees, and 447 accounts.
Assets Under Management
$524M
Employees
5
Offices
--
Total Clients
441
Primary office
PALM BEACH GARDENS, FL
3801 PGA BLVD., SUITE 1001, PALM BEACH GARDENS, FL, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 19, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.8% of total clients.
Top client categories% of clientsClients
1
HNWI
50.8%
224
2
Other Advisers
47.8%
211
3
Charitable
1.1%
5
4
Investment Cos.
0.2%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$524Mas of March 23, 2026
Discretionary91.3%
$478M
91% of total RAUM91.3%
Non-discretionary8.7%
$46M
9% of total RAUM8.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$524M
Total Accounts447
10Y AUM Change+$125M (+31.4%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee88:1
10Y Employee Change-1 (-16.7%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.