Convergence Investment Partners, LLC
Convergence Investment Partners, LLC is an SEC-registered wealth manager in Palm Beach Gardens, FL with $523.6M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Convergence Investment Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 148472, SEC 801-69707, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $523.6M (2026-03-23)
- Firm type
- Wealth Manager
- Location
- Palm Beach Gardens, FL
- Employees
- 5
- Clients
- 229
- CRD
- 148472
- Ownership
- MARINER WEALTH ADVISORS, LLC; MANNING, STEPHANIE, LEANN; HANSON, TODD, JOHN; FRANKLIN, JONATHAN, GERALD; BICKNELL, MARTIN, CHRISTOPHER
How much AUM does Convergence Investment Partners, LLC have?
Convergence Investment Partners, LLC reported $523.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Convergence Investment Partners, LLC?
Disclosed owners and executives of Convergence Investment Partners, LLC include MARINER WEALTH ADVISORS, LLC, MANNING, STEPHANIE, LEANN, HANSON, TODD, JOHN, FRANKLIN, JONATHAN, GERALD, BICKNELL, MARTIN, CHRISTOPHER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.