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| Happy Holidays!! thanks for using AUM13F!! |
| Convergence Investment Partners LLC
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| CRD # | 148472 |
| SEC # | 801-69707 |
| CIK # | 0001456133 |
| AUM | $464.8 M (2025-03-10) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 561-494-8001 |
| Address | 3801 PGA Blvd Palm Beach Gardens, FL 33410-2757 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 11.8 | ||
| Facebook Inc | 8.8 | ||
| Microsoft Corp | 8.5 | ||
| International Business Machines Corp | 8.3 | ||
| Amazon Com Inc | 7.8 | ||
| Broadcom Inc | 7.7 | ||
| Alphabet Inc | 7.4 | ||
| Cisco Systems Inc | 6.5 | ||
| Gilead Sciences Inc | 6.1 | ||
| Wal Mart Stores Inc | 5.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| 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) | 221 | 162.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 233.5 |
| (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 | 0 | 36.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 128 | 25.9 |
| (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 | 5 | 2.3 |
| (n) Other | 0 | 0.0 |
| Total | 360 | 464.8 |
| By Discretionary | ||
| Discretionary | 232 | 438.9 |
| Non-Discretionary | 128 | 25.9 |
| Total | 360 | 464.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 464.4 | |
| Total | 360 | 464.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001456133] | |
| 3 | [0001456133] |
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