CONVERGENCE INVESTMENT PARTNERS, LLC

CRD 148472File 801-69707

APPROVED

Retail clients

Filing as of Mar 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$523.6M

Above cohort median (national)

Discretionary AUM

$477.9M

Non-discretionary $45.7M

Clients

441

447 accounts

Employees

Above cohort median in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Oct 28, 2008
Principal office: 3801 PGA BLVD., SUITE 1001, PALM BEACH GARDENS, FL, 33410-2757
Phone: 561-494-8001
Website: HTTPS://WWW.LINKEDIN.COM/COMPANY/CONVERGENCE-INVESTMENT-PARTNERS/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $523.6M
Discretionary AUM: $477.9M
Non-discretionary AUM: $45.7M
Discretionary accounts: 236
Non-discretionary accounts: 211
Total accounts: 447
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$2.1M
Insurance companies	Fewer than 5	$3.6M
Investment companies	1	$268.0M
Charitable organizations	5	$38.4M
Other investment advisers	211	$45.7M
High net worth individuals	224	$165.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for investment companies
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.