CONVERGENCE INVESTMENT PARTNERS, LLC
CRD #148472 SEC #801-69707 PALM BEACH GARDENS, FL 561-494-8001
SEC Registered
Total AUM
$464.8M
Discretionary
$438.9M
Employees
6
Clients
--
Accounts
360
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $464.8M | $438.9M | $25.9M | 6 | 0 |
| Mar 2024 | $233.5M | $215.5M | $18M | 6 | 0 |
| May 2023 | $203.3M | $190.7M | $12.6M | 6 | 0 |
| Mar 2023 | $203.3M | $190.7M | $12.6M | 6 | 0 |
| Nov 2022 | $225.9M | $219.6M | $6.4M | 9 | 0 |
| Aug 2022 | $225.9M | $219.6M | $6.4M | 9 | 0 |
| Feb 2022 | $225.9M | $219.6M | $6.4M | 9 | 0 |
| Mar 2021 | $224.6M | $223.8M | $840K | 7 | 0 |
| Jul 2020 | $343.9M | $343.8M | $135.1K | 7 | 0 |
| Jun 2020 | $343.9M | $343.8M | $135.1K | 7 | 0 |
| Mar 2020 | $343.9M | $343.8M | $135.1K | 7 | 0 |
| Dec 2019 | $390.5M | $390.5M | $0 | 7 | 0 |
| Apr 2019 | $390.5M | $390.5M | $0 | 6 | 0 |
| Feb 2019 | $390.5M | $390.5M | $0 | 6 | 0 |
| Oct 2018 | $409.3M | $409.3M | $0 | 6 | 0 |
| Mar 2018 | $409.3M | $409.3M | $0 | 6 | 0 |
| Sep 2017 | $398.5M | $398.5M | $0 | 6 | 300 |
| Mar 2017 | $398.5M | $398.5M | $0 | 6 | 300 |
| May 2016 | $448.1M | $448.1M | $0 | 4 | 300 |
| Mar 2016 | $448.1M | $448.1M | $0 | 5 | 300 |
| Mar 2015 | $553.7M | $553.7M | $0 | 5 | 300 |
| Mar 2014 | $492.7M | $492.7M | $0 | 5 | 300 |
| Mar 2013 | $244.5M | $244.5M | $0 | 4 | 200 |
| Sep 2012 | $158.8M | $158.8M | $0 | 1 | 200 |
| Apr 2012 | $158.8M | $158.8M | $0 | 1 | 200 |
| Mar 2012 | $158.8M | $158.8M | $0 | 1 | 200 |
| Aug 2011 | $94.9M | $94.9M | $0 | 5 | -- |
| Mar 2011 | $94.9M | $94.9M | $0 | 5 | -- |
| Mar 2011 | $69.4M | $69.4M | $0 | 5 | -- |
| Mar 2011 | $69.4M | $69.4M | $0 | 5 | -- |
| Feb 2011 | $69.4M | $69.4M | $0 | 5 | -- |
| Apr 2010 | $69.4M | $69.4M | $0 | 5 | -- |
| Mar 2009 | $62.4M | $62.4M | $0 | 5 | -- |
DateMar 2025
Total AUM$464.8M
Discretionary$438.9M
Non-Disc.$25.9M
Employees6
Clients0
DateMar 2024
Total AUM$233.5M
Discretionary$215.5M
Non-Disc.$18M
Employees6
Clients0
DateMay 2023
Total AUM$203.3M
Discretionary$190.7M
Non-Disc.$12.6M
Employees6
Clients0
DateMar 2023
Total AUM$203.3M
Discretionary$190.7M
Non-Disc.$12.6M
Employees6
Clients0
DateNov 2022
Total AUM$225.9M
Discretionary$219.6M
Non-Disc.$6.4M
Employees9
Clients0
DateAug 2022
Total AUM$225.9M
Discretionary$219.6M
Non-Disc.$6.4M
Employees9
Clients0
DateFeb 2022
Total AUM$225.9M
Discretionary$219.6M
Non-Disc.$6.4M
Employees9
Clients0
DateMar 2021
Total AUM$224.6M
Discretionary$223.8M
Non-Disc.$840K
Employees7
Clients0
DateJul 2020
Total AUM$343.9M
Discretionary$343.8M
Non-Disc.$135.1K
Employees7
Clients0
DateJun 2020
Total AUM$343.9M
Discretionary$343.8M
Non-Disc.$135.1K
Employees7
Clients0
DateMar 2020
Total AUM$343.9M
Discretionary$343.8M
Non-Disc.$135.1K
Employees7
Clients0
DateDec 2019
Total AUM$390.5M
Discretionary$390.5M
Non-Disc.$0
Employees7
Clients0
DateApr 2019
Total AUM$390.5M
Discretionary$390.5M
Non-Disc.$0
Employees6
Clients0
DateFeb 2019
Total AUM$390.5M
Discretionary$390.5M
Non-Disc.$0
Employees6
Clients0
DateOct 2018
Total AUM$409.3M
Discretionary$409.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$409.3M
Discretionary$409.3M
Non-Disc.$0
Employees6
Clients0
DateSep 2017
Total AUM$398.5M
Discretionary$398.5M
Non-Disc.$0
Employees6
Clients300
DateMar 2017
Total AUM$398.5M
Discretionary$398.5M
Non-Disc.$0
Employees6
Clients300
DateMay 2016
Total AUM$448.1M
Discretionary$448.1M
Non-Disc.$0
Employees4
Clients300
DateMar 2016
Total AUM$448.1M
Discretionary$448.1M
Non-Disc.$0
Employees5
Clients300
DateMar 2015
Total AUM$553.7M
Discretionary$553.7M
Non-Disc.$0
Employees5
Clients300
DateMar 2014
Total AUM$492.7M
Discretionary$492.7M
Non-Disc.$0
Employees5
Clients300
DateMar 2013
Total AUM$244.5M
Discretionary$244.5M
Non-Disc.$0
Employees4
Clients200
DateSep 2012
Total AUM$158.8M
Discretionary$158.8M
Non-Disc.$0
Employees1
Clients200
DateApr 2012
Total AUM$158.8M
Discretionary$158.8M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$158.8M
Discretionary$158.8M
Non-Disc.$0
Employees1
Clients200
DateAug 2011
Total AUM$94.9M
Discretionary$94.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$94.9M
Discretionary$94.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$69.4M
Discretionary$69.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$69.4M
Discretionary$69.4M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$69.4M
Discretionary$69.4M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$69.4M
Discretionary$69.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$62.4M
Discretionary$62.4M
Non-Disc.$0
Employees5
Clients--