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CONVERGENCE INVESTMENT PARTNERS, LLC

PALM BEACH GARDENS, FL · CRD 148472 · IAPD ↗ · 561-494-8001

$523.6MRegulatory AUM
4Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — CONVERGENCE INVESTMENT PARTNERS, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — CONVERGENCE INVESTMENT PARTNERS, LLC crossed $500M in regulatory AUM ($464.8M -> $523.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
April 2025 — CONVERGENCE INVESTMENT PARTNERS, LLC notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
April 2025 — CONVERGENCE INVESTMENT PARTNERS, LLC reported RAUM up 99% ($233.5M -> $464.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
April 2024 — CONVERGENCE INVESTMENT PARTNERS, LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.