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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 10, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ABITZ SCHWALENBERG, AMY, KRISTINA | I | CHIEF OPERATING OFFICER | NA | Control |
| ABITZ SCHWALENBERG, AMY, KRISTINA | I | CHIEF OPERATING OFFICER | NA | Control |
| ABITZ, DAVID, JAMES | I | CHIEF INVESTMENT OFFICER | NA | Control |
| ABITZ, DAVID, JAMES | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| ABITZ, DAVID, JAMES | I | CHIEF INVESTMENT OFFICER | NA | Control |
| ABITZ, DAVID, JAMES | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| ABITZ, DAVID, JAMES | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| ABITZ, DAVID, JAMES | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| ABITZ, DAVID, JAMES | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| ABITZ, DAVID, JAMES | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| ABITZ, DAVID, JAMES | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| ABITZ, DAVID, JAMES | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| ABITZ, DAVID, JAMES | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| ABITZ, DAVID, JAMES | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| ABITZ, DAVID, JAMES | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| ABITZ, DAVID, JAMES | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| ABITZ, DAVID, JAMES | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| ABITZ, DAVID, JAMES | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| ABITZ, DAVID, JAMES | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| ABITZ, DAVID, JAMES | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| ABITZ, DAVID, JAMES | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| ABITZ, DAVID, JAMES | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| ABITZ, DAVID, JAMES | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CEO | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CEO | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CEO | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CEO | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CEO | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CEO | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BRANDON, HENRY, JEFFERSON | I | CHIEF FINANCIAL OFFICER | NA | Control |
| BRANDON, HENRY, JEFFERSON | I | CHIEF FINANCIAL OFFICER | NA | Control |
| BRANDON, HENRY, JEFFERSON | I | CHIEF FINANCIAL OFFICER | NA | Control |
| BRANDON, HENRY, JEFFERSON | I | CHIEF FINANCIAL OFFICER | NA | Control |
| BRANDON, HENRY, JEFFERSON | I | CHIEF FINANCIAL OFFICER | NA | Control |
| BRANDON, HENRY, JEFFERSON | I | CHIEF FINANCIAL OFFICER | NA | Control |
| BRANDON, HENRY, JEFFERSON | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CALLEN, JOHN, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CALLEN, JOHN, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CALLEN, JOHN, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CALLEN, JOHN, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CALLEN, JOHN, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CALLEN, JOHN, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DORIAN, ANNE, JENELLE PLEVIAK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DORIAN, ANNE, JENELLE PLEVIAK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GALLAGHER, BRETT, JOSEPH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GERBEREUX, HUYEN, KIM | I | DIRECTOR | NA | Control |
| GERBEREUX, HUYEN, KIM | I | DIRECTOR | NA | Control |
| GERBEREUX, HUYEN, KIM | I | DIRECTOR | NA | Control |
| GERBEREUX, HUYEN, KIM | I | DIRECTOR | NA | Control |
| GERBEREUX, HUYEN, KIM | I | DIRECTOR | NA | Control |
| GERBEREUX, HUYEN, KIM | I | DIRECTOR | NA | Control |
| GERBEREUX, HUYEN, KIM | I | DIRECTOR | NA | Control |
| GLAWSON, BETHANIE, J | I | CHIEF COMPLIANCE OFFICER | NA | |
| GLAWSON, BETHANIE, J | I | CHIEF COMPLIANCE OFFICER | NA | |
| GLAWSON, BETHANIE, J | I | CHIEF COMPLIANCE OFFICER | NA | |
| GLAWSON, BETHANIE, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLAWSON, BETHANIE, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLAWSON, BETHANIE, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLAWSON, BETHANIE, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLAWSON, BETHANIE, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLAWSON, BETHANIE, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MANNING, STEPHANIE, LEANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MAYER, KENNETH, EUGENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MAYER, KENNETH, EUGENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MAYER, KENNETH, EUGENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NANISETTY, PRASAD | I | DIRECTOR | NA | Control |
| NANISETTY, PRASAD | I | DIRECTOR | NA | Control |
| NANISETTY, PRASAD | I | DIRECTOR | NA | Control |
| NANISETTY, PRASAD | I | DIRECTOR | NA | Control |
| NANISETTY, PRASAD | I | DIRECTOR | NA | Control |
| NANISETTY, PRASAD | I | DIRECTOR | NA | Control |
| NANISETTY, PRASAD | I | DIRECTOR | NA | Control |
| NANISETTY, PRASAD | I | DIRECTOR | NA | Control |
| PERRY, BRADEN, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PERRY, BRADEN, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PERRY, BRADEN, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PERRY, BRADEN, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PERRY, BRADEN, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PLEVIAK, ANNE, JENELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VOHLAND, CHERYL, R | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VOHLAND, CHERYL, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VOHLAND, CHERYL, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VOHLAND, CHERYL, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VOHLAND, CHERYL, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VOHLAND, CHERYL, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MARINER WEALTH ADVISORS, LLC | DE | MEMBER | D | Control |
| MARINER WEALTH ADVISORS, LLC | DE | MEMBER | D | Control |
| MONTAGE ASSET MANAGEMENT, LLC | DE | MEMBER | D | Control |
| MONTAGE ASSET MANAGEMENT, LLC | DE | MEMBER | D | Control |
| MONTAGE ASSET MANAGEMENT, LLC | DE | MEMBER | D | Control |
| MONTAGE INVESTMENTS, LLC | DE | MEMBER | D | Control |
| MONTAGE INVESTMENTS, LLC | DE | MEMBER | D | Control |
| MONTAGE INVESTMENTS, LLC | DE | MEMBER | D | Control |
| MONTAGE INVESTMENTS, LLC | DE | MEMBER | D | Control |
| MONTAGE INVESTMENTS, LLC | DE | MEMBER | D | Control |
| MONTAGE INVESTMENTS, LLC | DE | MEMBER | D | Control |
| MONTAGE INVESTMENTS, LLC | DE | MEMBER | D | Control |
| MONTAGE INVESTMENTS, LLC | DE | MEMBER | D | Control |
| MONTAGE INVESTMENTS, LLC | DE | MEMBER | D | Control |
| MONTAGE INVESTMENTS, LLC | DE | MEMBER | D | Control |
| MONTAGE INVESTMENTS, LLC | DE | MEMBER | D | Control |
| MONTAGE INVESTMENTS, LLC | DE | MEMBER | D | Control |
| MONTAGE INVESTMENTS, LLC | DE | MEMBER | D | Control |
| NILE CAPITAL GROUP, LLC | DE | MEMBER | D | Control |
| NILE CAPITAL GROUP, LLC | DE | OWNER | D | Control |
| NILE CAPITAL GROUP, LLC | DE | MEMBER | D | Control |
| NILE CAPITAL GROUP, LLC | DE | MEMBER | D | Control |
| NILE CAPITAL GROUP, LLC | DE | MEMBER | D | Control |
| NILE CAPITAL GROUP, LLC | DE | MEMBER | D | Control |
| NILE CAPITAL GROUP, LLC | DE | MEMBER | D | Control |
| NILE CAPITAL GROUP, LLC | DE | MEMBER | D | Control |
| NILE CAPITAL GROUP, LLC | DE | MEMBER | D | Control |
| NILE CAPITAL GROUP, LLC | DE | MEMBER | D | Control |
| NILE CAPITAL GROUP, LLC | DE | MEMBER | D | Control |
| NILE CAPITAL GROUP, LLC | DE | MEMBER | D | Control |
| NILE CAPITAL GROUP, LLC | DE | MEMBER | D | Control |
| NILE CAPITAL GROUP, LLC | DE | MEMBER | D | Control |
| NILE CAPITAL GROUP, LLC | DE | MEMBER | D | Control |
| ABITZ, DAVID, JAMES | I | CHIEF INVESTMENT OFFICER | B | Control |
| ABITZ, DAVID, JAMES | I | CHIEF INVESTMENT OFFICER | B | Control |
| ABITZ, DAVID, JAMES | I | CHIEF INVESTMENT OFFICER | B | Control |
| ABITZ, DAVID, JAMES | I | CHIEF INVESTMENT OFFICER | B | Control |
| ABITZ, DAVID, JAMES | I | CHIEF INVESTMENT OFFICER | B | Control |
| ABITZ, DAVID, JAMES | I | CHIEF INVESTMENT OFFICER | B | Control |
| ABITZ, DAVID, JAMES | I | CHIEF INVESTMENT OFFICER | B | Control |
| ABITZ, DAVID, JAMES | I | CHIEF INVESTMENT OFFICER | B | Control |
| ABITZ, DAVID, JAMES | I | CHIEF INVESTMENT OFFICER | B | Control |
| ABITZ, DAVID, JAMES | I | CHIEF INVESTMENT OFFICER | B | Control |
| ABITZ, DAVID, JAMES | I | CHIEF INVESTMENT OFFICER | B | Control |
| ABITZ, DAVID, JAMES | I | CHIEF INVESTMENT OFFICER | B | Control |
| DAVID AND SHEILA ABITZ REVOCABLE TRUST DATED OCTOBER 11, 2014 | DE | MEMBER | B | |
| DAVID AND SHEILA ABITZ REVOCABLE TRUST DATED OCTOBER 11, 2014 | DE | MEMBER | B | |
| DAVID AND SHEILA ABITZ REVOCABLE TRUST DATED OCTOBER 11, 2014 | DE | MEMBER | B | |
| DAVID AND SHEILA ABITZ REVOCABLE TRUST DATED OCTOBER 11, 2014 | DE | MEMBER | B | |
| DAVID AND SHEILA ABITZ REVOCABLE TRUST DATED OCTOBER 11, 2014 | DE | MEMBER | B | |
| DAVID AND SHEILA ABITZ REVOCABLE TRUST DATED OCTOBER 11, 2014 | DE | MEMBER | B | |
| DAVID AND SHEILA ABITZ REVOCABLE TRUST DATED OCTOBER 11, 2014 | DE | MEMBER | B | |
| DAVID AND SHEILA ABITZ REVOCABLE TRUST DATED OCTOBER 11, 2014 | DE | MEMBER | B | |
| DAVID AND SHEILA ABITZ REVOCABLE TRUST DATED OCTOBER 11, 2014 | DE | MEMBER | B | |
| DAVID AND SHEILA ABITZ REVOCABLE TRUST DATED OCTOBER 11, 2014 | DE | MEMBER | B | |
| DAVID AND SHEILA ABITZ REVOCABLE TRUST DATED OCTOBER 11, 2014 | DE | MEMBER | B | |
| DAVID AND SHEILA ABITZ REVOCABLE TRUST DATED OCTOBER 11, 2014 | DE | MEMBER | B | |
| DAVID AND SHEILA ABITZ REVOCABLE TRUST DATED OCTOBER 11, 2014 | DE | MEMBER | B | |
| DAVID AND SHEILA ABITZ REVOCABLE TRUST DATED OCTOBER 11, 2014 | DE | MEMBER | B | |
| DAVID AND SHEILA ABITZ REVOCABLE TRUST DATED OCTOBER 11, 2014 | DE | MEMBER | B | |
| DAVID AND SHEILA ABITZ REVOCABLE TRUST DATED OCTOBER 11, 2014 | DE | MEMBER | B | |
| DAVID AND SHEILA ABITZ REVOCABLE TRUST DATED OCTOBER 11, 2014 | DE | MEMBER | B | |
| DAVID AND SHEILA ABITZ REVOCABLE TRUST DATED OCTOBER 11, 2014 | DE | MEMBER | B | |
| DAVID AND SHEILA ABITZ REVOCABLE TRUST DATED OCTOBER 11, 2014 | DE | MEMBER | B | |
| DAVID AND SHEILA ABITZ REVOCABLE TRUST DATED OCTOBER 11, 2014 | DE | MEMBER | B | |
| DAVID AND SHEILA ABITZ REVOCABLE TRUST DATED OCTOBER 11, 2014 | DE | MEMBER | B | |
| SCHULZ, DAVID, WALTER | I | PRESIDENT | B | Control |
| SCHULZ, DAVID, WALTER | I | PRESIDENT | B | Control |
| SCHULZ, DAVID, WALTER | I | PRESIDENT | B | Control |
| SCHULZ, DAVID, WALTER | I | PRESIDENT | B | Control |
| SCHULZ, DAVID, WALTER | I | PRESIDENT | B | Control |
| SCHULZ, DAVID, WALTER | I | PRESIDENT | B | Control |
| SCHULZ, DAVID, WALTER | I | PRESIDENT | B | Control |
| SCHULZ, DAVID, WALTER | I | PRESIDENT | B | Control |
| SCHULZ, DAVID, WALTER | I | PRESIDENT | B | Control |
| SCHULZ, DAVID, WALTER | I | PRESIDENT | B | Control |
| SCHULZ, DAVID, WALTER | I | PRESIDENT | B | Control |
| SCHULZ, DAVID, WALTER | I | PRESIDENT | B | Control |
| SCHULZ, DAVID, WALTER | I | PRESIDENT | B | Control |
| SCHULZ, DAVID, WALTER | I | PRESIDENT | B | Control |
| FRANKLIN, JONATHAN, GERALD | I | PORTFOLIO MANAGER, SENIOR ANALYST | A | |
| FRANKLIN, JONATHAN, GERALD | I | PORTFOLIO MANAGER, SENIOR ANALYST | A | |
| FRANKLIN, JONATHAN, GERALD | I | PORTFOLIO MANAGER, SENIOR ANALYST | A | |
| FRANKLIN, JONATHAN, GERALD | I | PORTFOLIO MANAGER, SENIOR ANALYST | A | |
| FRANKLIN, JONATHAN, GERALD | I | PORTFOLIO MANAGER, SENIOR ANALYST | A | |
| FRANKLIN, JONATHAN, GERALD | I | PORTFOLIO MANAGER, SENIOR ANALYST | A | |
| FRANKLIN, JONATHAN, GERALD | I | PORTFOLIO MANAGER, SENIOR ANALYST | A | |
| FRANKLIN, JONATHAN, GERALD | I | PORTFOLIO MANAGER, SENIOR ANALYST | A | |
| FRANKLIN, JONATHAN, GERALD | I | PORTFOLIO MANAGER, SENIOR ANALYST | A | |
| FRANKLIN, JONATHAN, GERALD | I | PORTFOLIO MANAGER, SENIOR ANALYST | A | |
| FRANKLIN, JONATHAN, GERALD | I | PORTFOLIO MANAGER, SENIOR ANALYST | A | |
| FRANKLIN, JONATHAN, GERALD | I | PORTFOLIO MANAGER, SENIOR ANALYST | A | |
| FRANKLIN, JONATHAN, GERALD | I | PORTFOLIO MANAGER, SENIOR ANALYST | A | |
| FRANKLIN, JONATHAN, GERALD | I | PORTFOLIO MANAGER, SENIOR ANALYST | A | |
| FRANKLIN, JONATHAN, GERALD | I | PORTFOLIO MANAGER, SENIOR ANALYST | A | |
| FRANKLIN, JONATHAN, GERALD | I | PORTFOLIO MANAGER, SENIOR ANALYST | A | |
| FRANKLIN, JONATHAN, GERALD | I | PORTFOLIO MANAGER, SENIOR ANALYST | A | |
| FRANKLIN, JONATHAN, GERALD | I | DIRECTOR OF RESEARCH | A | |
| FRANKLIN, JONATHAN, GERALD | I | DIRECTOR OF RESEARCH | A | |
| FRANKLIN, JONATHAN, GERALD | I | DIRECTOR OF RESEARCH | A | |
| FRANKLIN, JONATHAN, GERALD | I | DIRECTOR OF RESEARCH | A | |
| HANSON, TODD, JOHN | I | DIRECT OF QUANTITATIVE TECHNOLOGY | A | |
| HANSON, TODD, JOHN | I | DIRECT OF QUANTITATIVE TECHNOLOGY | A | |
| HANSON, TODD, JOHN | I | DIRECT OF QUANTITATIVE TECHNOLOGY | A | |
| HANSON, TODD, JOHN | I | DIRECT OF QUANTITATIVE TECHNOLOGY | A | |
| HANSON, TODD, JOHN | I | DIRECT OF QUANTITATIVE TECHNOLOGY | A | |
| HANSON, TODD, JOHN | I | DIRECT OF QUANTITATIVE TECHNOLOGY | A | |
| HANSON, TODD, JOHN | I | DIRECT OF QUANTITATIVE TECHNOLOGY | A | |
| HANSON, TODD, JOHN | I | CHIEF OPERATING OFFICER | A | |
| HANSON, TODD, JOHN | I | CHIEF OPERATING OFFICER | A | Control |
| HANSON, TODD, JOHN | I | CHIEF OPERATING OFFICER | A | |
| HANSON, TODD, JOHN | I | CHIEF OPERATING OFFICER | A | |
| HANSON, TODD, JOHN | I | CHIEF OPERATING OFFICER | A | |
| HANSON, TODD, JOHN | I | CHIEF OPERATING OFFICER | A | |
| HANSON, TODD, JOHN | I | CHIEF OPERATING OFFICER | A | Control |
| HANSON, TODD, JOHN | I | CHIEF OPERATING OFFICER | A | Control |
| HANSON, TODD, JOHN | I | CHIEF OPERATING OFFICER | A | Control |
| HANSON, TODD, JOHN | I | CHIEF OPERATING OFFICER | A | Control |
| HANSON, TODD, JOHN | I | CHIEF OPERATING OFFICER | A | Control |
| HANSON, TODD, JOHN | I | CHIEF OPERATING OFFICER | A | Control |
| HANSON, TODD, JOHN | I | CHIEF OPERATING OFFICER | A | Control |
| HANSON, TODD, JOHN | I | CHIEF OPERATING OFFICER | A | Control |
| HANSON, TODD, JOHN | I | CHIEF OPERATING OFFICER | A | Control |
| HANSON, TODD, JOHN | I | CHIEF OPERATING OFFICER | A | Control |
| HANSON, TODD, JOHN | I | CHIEF OPERATING OFFICER | A | Control |
| HANSON, TODD, JOHN | I | CHIEF OPERATING OFFICER | A | Control |
| HANSON, TODD, JOHN | I | CHIEF OPERATING OFFICER | A | Control |
| HANSON, TODD, JOHN | I | CHIEF OPERATING OFFICER | A | Control |
| HANSON, TODD, JOHN | I | CHIEF OPERATING OFFICER | A | Control |
| HANSON, TODD, JOHN | I | CHIEF OPERATING OFFICER | A | Control |
| HANSON, TODD, JOHN | I | CHIEF OPERATING OFFICER | A | Control |
| HANSON, TODD, JOHN | I | CHIEF OPERATING OFFICER | A | Control |
| HANSON, TODD, JOHN | I | CHIEF TECHNOLOGY OFFICER | A | Control |
| HANSON, TODD, JOHN | I | CHIEF TECHNOLOGY OFFICER | A | Control |
| NEUBERG, JUSTIN, EVANS | I | PORTFOLIO MANAGER | A | |
| NEUBERG, JUSTIN, EVANS | I | PORTFOLIO MANAGER | A | |
| NEUBERG, JUSTIN, EVANS | I | PORTFOLIO MANAGER | A | |
| NEUBERG, JUSTIN, EVANS | I | PORTFOLIO MANAGER | A | |
| NEUBERG, JUSTIN, EVANS | I | PORTFOLIO MANAGER | A | |
| NEUBERG, JUSTIN, EVANS | I | PORTFOLIO MANAGER | A | |
| NEUBERG, JUSTIN, EVANS | I | PORTFOLIO MANAGER | A | |
| NEUBERG, JUSTIN, EVANS | I | PORTFOLIO MANAGER | A | |
| NEUBERG, JUSTIN, EVANS | I | PORTFOLIO MANAGER | A | |
| NEUBERG, JUSTIN, EVANS | I | PORTFOLIO MANAGER | A | |
| NEUBERG, JUSTIN, EVANS | I | PORTFOLIO MANAGER | A | |
| NEUBERG, JUSTIN, EVANS | I | PORTFOLIO MANAGER | A | |
| NEUBERG, JUSTIN, EVANS | I | PORTFOLIO MANAGER | A | |
| NEUBERG, JUSTIN, EVANS | I | PORTFOLIO MANAGER | A | |
| NEUBERG, JUSTIN, EVANS | I | PORTFOLIO MANAGER | A | |
| NEUBERG, JUSTIN, EVANS | I | PORTFOLIO MANAGER | A | |
| NEUBERG, JUSTIN, EVANS | I | PORTFOLIO MANAGER | A | |
| NEUBERG, JUSTIN, EVANS | I | PORTFOLIO MANAGER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ABITZ, DAVID, JAMES | I | DAVID AND SHEILA ABITZ REVOCABLE TRUST DATED OCTOBER 11, 2014 | F | Control |
| ABITZ, DAVID, JAMES | I | DAVID AND SHEILA ABITZ REVOCABLE TRUST DATED OCTOBER 11, 2014 | F | Control |
| ABITZ, DAVID, JAMES | I | DAVID AND SHEILA ABITZ REVOCABLE TRUST DATED OCTOBER 11, 2014 | F | Control |
| ABITZ, DAVID, JAMES | I | DAVID AND SHEILA ABITZ REVOCABLE TRUST DATED OCTOBER 11, 2014 | F | Control |
| ABITZ, DAVID, JAMES | I | DAVID AND SHEILA ABITZ REVOCABLE TRUST DATED OCTOBER 11, 2014 | F | Control |
| ABITZ, DAVID, JAMES | I | DAVID AND SHEILA ABITZ REVOCABLE TRUST DATED OCTOBER 11, 2014 | F | Control |
| ABITZ, DAVID, JAMES | I | DAVID AND SHEILA ABITZ REVOCABLE TRUST DATED OCTOBER 11, 2014 | F | Control |
| ABITZ, DAVID, JAMES | I | DAVID AND SHEILA ABITZ REVOCABLE TRUST DATED OCTOBER 11, 2014 | F | Control |
| ABITZ, DAVID, JAMES | I | DAVID AND SHEILA ABITZ REVOCABLE TRUST DATED OCTOBER 11, 2014 | F | Control |
| ABITZ, DAVID, JAMES | I | DAVID AND SHEILA ABITZ REVOCABLE TRUST DATED OCTOBER 11, 2014 | F | Control |
| ABITZ, DAVID, JAMES | I | DAVID AND SHEILA ABITZ REVOCABLE TRUST DATED OCTOBER 11, 2014 | F | Control |
| ABITZ, DAVID, JAMES | I | DAVID AND SHEILA ABITZ REVOCABLE TRUST DATED OCTOBER 11, 2014 | F | Control |
| ABITZ, DAVID, JAMES | I | DAVID AND SHEILA ABITZ REVOCABLE TRUST DATED OCTOBER 11, 2014 | F | Control |
| ABITZ, DAVID, JAMES | I | DAVID AND SHEILA ABITZ REVOCABLE TRUST DATED OCTOBER 11, 2014 | F | Control |
| ABITZ, DAVID, JAMES | I | DAVID AND SHEILA ABITZ REVOCABLE TRUST DATED OCTOBER 11, 2014 | F | Control |
| ABITZ, DAVID, JAMES | I | DAVID AND SHEILA ABITZ REVOCABLE TRUST DATED OCTOBER 11, 2014 | F | Control |
| ABITZ, DAVID, JAMES | I | DAVID AND SHEILA ABITZ REVOCABLE TRUST DATED OCTOBER 11, 2014 | F | Control |
| ABITZ, DAVID, JAMES | I | DAVID AND SHEILA ABITZ REVOCABLE TRUST DATED OCTOBER 11, 2014 | F | Control |
| ABITZ, DAVID, JAMES | I | DAVID AND SHEILA ABITZ REVOCABLE TRUST DATED OCTOBER 11, 2014 | F | Control |
| ABITZ, DAVID, JAMES | I | DAVID AND SHEILA ABITZ REVOCABLE TRUST DATED OCTOBER 11, 2014 | F | Control |
| BICKNELL FAMILY MANAGEMENT COMPANY TRUST | DE | BICKNELL FAMILY HOLDING CO., LLC | F | Control |
| BICKNELL FAMILY MANAGEMENT COMPANY TRUST | DE | BICKNELL FAMILY HOLDING CO., LLC | F | Control |
| BICKNELL FAMILY MANAGEMENT COMPANY TRUST | DE | BICKNELL FAMILY HOLDING CO., LLC | F | Control |
| BICKNELL FAMILY MANAGEMENT COMPANY TRUST | DE | BICKNELL FAMILY HOLDING CO., LLC | F | Control |
| BICKNELL FAMILY MANAGEMENT COMPANY TRUST | DE | BICKNELL FAMILY HOLDING CO., LLC | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY HOLDING COMPANY | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY HOLDING COMPANY | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY HOLDING COMPANY | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY HOLDING COMPANY | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY HOLDING COMPANY | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY HOLDING COMPANY | F | Control |
| FREEMAN, WILLIAM, ALLEN | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| FREEMAN, WILLIAM, ALLEN | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| FREEMAN, WILLIAM, ALLEN | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| FREEMAN, WILLIAM, ALLEN | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| FREEMAN, WILLIAM, ALLEN | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| FREEMAN, WILLIAM, ALLEN | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| FREEMAN, WILLIAM, ALLEN | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| FREEMAN, WILLIAM, ALLEN | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| FREEMAN, WILLIAM, ALLEN | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| FREEMAN, WILLIAM, ALLEN | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| FREEMAN, WILLIAM, ALLEN | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| MARINER WEALTH ADVISORS, LLC | DE | MARINER QUANTITATIVE SOLUTIONS, LLC | F | Control |
| MONTAGE ASSET MANAGEMENT, LLC | DE | MARINER QUANTITATIVE SOLUTIONS, LLC | F | Control |
| MONTAGE ASSET MANAGEMENT, LLC | DE | MARINER QUANTITATIVE SOLUTIONS, LLC | F | Control |
| MONTAGE ASSET MANAGEMENT, LLC | DE | MARINER QUANTITATIVE SOLUTIONS, LLC | F | Control |
| MONTAGE INVESTMENTS, LLC | DE | CONVERGENCE INVESTMENT PARTNERS, LLC | F | Control |
| MONTAGE INVESTMENTS, LLC | DE | CONVERGENCE INVESTMENT PARTNERS, LLC | F | Control |
| NILE CAPITAL GROUP HOLDINGS, LLC | DE | NILE CAPITAL GROUP, LLC | F | Control |
| NILE CAPITAL GROUP HOLDINGS, LLC | DE | NILE CAPITAL GROUP, LLC | F | Control |
| NILE CAPITAL GROUP HOLDINGS, LLC | DE | NILE CAPITAL GROUP, LLC | F | Control |
| NILE CAPITAL GROUP HOLDINGS, LLC | DE | NILE CAPITAL GROUP, LLC | F | Control |
| NILE CAPITAL GROUP HOLDINGS, LLC | DE | NILE CAPITAL GROUP, LLC | F | Control |
| NILE CAPITAL GROUP HOLDINGS, LLC | DE | NILE CAPITAL GROUP, LLC | F | Control |
| NILE CAPITAL GROUP HOLDINGS, LLC | DE | NILE CAPITAL GROUP, LLC | F | Control |
| NILE CAPITAL GROUP HOLDINGS, LLC | DE | NILE CAPITAL GROUP, LLC | F | Control |
| NILE CAPITAL GROUP HOLDINGS, LLC | DE | NILE CAPITAL GROUP, LLC | F | Control |
| NILE CAPITAL GROUP HOLDINGS, LLC | DE | NILE CAPITAL GROUP, LLC | F | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | E | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | E | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | E | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | E | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | E | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | E | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | E | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | E | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | E | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | E | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | MARINER WEALTH ADVISORS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE ASSET MANAGEMENT, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MARINER WEALTH ADVISORS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE ASSET MANAGEMENT, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE ASSET MANAGEMENT, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| LINDSEY, MELVIN, DUANE | I | NILE CAPITAL GROUP, LLC | D | Control |
| LINDSEY, MELVIN, DUANE | I | NILE CAPITAL GROUP, LLC | D | Control |
| LINDSEY, MELVIN, DUANE | I | NILE CAPITAL GROUP, LLC | D | Control |
| LINDSEY, MELVIN, DUANE | I | NILE CAPITAL GROUP HOLDINGS, LLC | D | Control |
| LINDSEY, MELVIN, DUANE | I | NILE CAPITAL GROUP HOLDINGS, LLC | D | Control |
| LINDSEY, MELVIN, DUANE | I | NILE CAPITAL GROUP HOLDINGS, LLC | D | Control |
| LINDSEY, MELVIN, DUANE | I | NILE CAPITAL GROUP HOLDINGS, LLC | D | Control |
| LINDSEY, MELVIN, DUANE | I | NILE CAPITAL GROUP HOLDINGS, LLC | D | Control |
| LINDSEY, MELVIN, DUANE | I | NILE CAPITAL GROUP HOLDINGS, LLC | D | Control |
| LINDSEY, MELVIN, DUANE | I | NILE CAPITAL GROUP HOLDINGS, LLC | D | Control |
| LINDSEY, MELVIN, DUANE | I | NILE CAPITAL GROUP HOLDINGS, LLC | D | Control |
| LINDSEY, MELVIN, DUANE | I | NILE CAPITAL GROUP HOLDINGS, LLC | D | Control |
| LINDSEY, MELVIN, DUANE | I | NILE CAPITAL GROUP HOLDINGS, LLC | D | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | C | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | C | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | C | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | C | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | C | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | C | Control |
| BICKNELL FAMILY MANAGEMENT COMPANY TRUST | DE | BICKNELL FAMILY HOLDING CO., LLC | C | Control |
| BICKNELL FAMILY MANAGEMENT COMPANY TRUST | DE | BICKNELL FAMILY HOLDING CO., LLC | C | Control |
| BICKNELL FAMILY MANAGEMENT COMPANY TRUST | DE | BICKNELL FAMILY HOLDING CO., LLC | C | Control |
| BICKNELL FAMILY MANAGEMENT COMPANY TRUST | DE | BICKNELL FAMILY HOLDING CO., LLC | C | Control |
| BICKNELL FAMILY MANAGEMENT COMPANY TRUST | DE | BICKNELL FAMILY HOLDING CO., LLC | C | Control |
| BICKNELL FAMILY MANAGEMENT COMPANY TRUST | DE | BICKNELL FAMILY HOLDING CO., LLC | C | Control |
| LINDSEY, MELVIN, DUANE | I | NILE CAPITAL GROUP, LLC | C | Control |
Registrations
Federal
IA
Mar 10, 2025 REGISTERED
Notice Filings (17)
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Address
3801 PGA BLVD.SUITE 1001
PALM BEACH GARDENS, FL 33410-2757
United States
Phone: 561-494-8001