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| Convergence Investment Partners LLC
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|---|---|
| CRD # | 148472 |
| SEC # | 801-69707 |
| CIK # | 0001456133 |
| AUM | $523.6 M (2026-03-23) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 561-494-8001 |
| Address | 3801 PGA Blvd Palm Beach Gardens, FL 33410-2757 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001456133 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 19.0 | ||
| Broadcom Inc | 13.4 | ||
| Alphabet Inc | 11.7 | ||
| Alphabet Inc | 11.4 | ||
| Amazon Com Inc | 10.9 | ||
| Lam Research Corp | 10.9 | ||
| AT&T Inc | 9.4 | ||
| Microsoft Corp | 8.9 | ||
| Micron Technology Inc | 8.4 | ||
| Apple Inc | 8.3 | ||
| Bristol Myers Squibb Co | 8.3 | ||
| Advanced Micro Devices Inc | 8.1 | ||
| Denali Holding Inc | 7.4 | ||
| Valero Energy Corp/Tx | 7.0 | ||
| Ciena Corp | 6.7 | ||
| Wal Mart Stores Inc | 6.7 | ||
| International Business Machines Corp | 6.5 | ||
| Phillips 66 | 6.2 | ||
| Sandisk Corp | 6.1 | ||
| Cisco Systems Inc | 6.0 | ||
| Facebook Inc | 5.7 | ||
| Merck & Co Inc | 5.6 | ||
| Western Digital Corp | 5.5 | ||
| Bank of America Corp /DE/ | 5.4 | ||
| State Street Corp | 5.3 | ||
| Verisign Inc/Ca | 5.3 | ||
| Northern Trust Corp | 5.0 | ||
| Cargurus Inc | 4.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 224 | 165.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 268.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 38.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 211 | 45.7 |
| (k) Insurance companies | 0 | 3.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.1 |
| (n) Other | 0 | 0.0 |
| Total | 447 | 523.6 |
| By Discretionary | ||
| Discretionary | 236 | 477.9 |
| Non-Discretionary | 211 | 45.7 |
| Total | 447 | 523.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 523.2 | |
| Total | 447 | 523.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001456133] | |
| 3 | [0001456133] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
5th Street Advisors LLC
✚
|
CT | 0.5 |
|
Essential Planning LLC
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NH | 0.5 |
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Mowery & Schoenfeld Wealth Management LLC
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IL | 0.5 |
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Denver PWM LLC
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CO | 0.5 |
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Pathway Financial Advisers LLC
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IN | 0.5 |
|
Conifer Investments Ltd
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CT | 0.5 |
|
DLK Investment Management
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CA | 0.5 |
|
Financial Gravity Asset Management Inc
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TX | 0.5 |
|
Churchill Financial Advisors LLC
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KY | 0.5 |
|
Evergreen Advisors LLC
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|
TN | 0.5 |