Convergence Investment Partners LLC
Legal Name: CONVERGENCE INVESTMENT PARTNERS, LLC
Full Contact Details
Convergence Investment Partners LLC
3801 PGA BLVD., SUITE 1001, PALM BEACH GARDENS, FL
262-240-0117
262-565-2466
Other Info
Convergence Investment Partners, LLC is a DE Limited Liability Company with a team of 6 professionals, of which 4 are advisors. Although the number of clients served is unknown, the firm's SEC status is approved with a registration date of Oct 28, 2008.
Convergence Investment Partners
Think It. Achieve It. Providing Navigation For Your Investment Goals At Convergence Investment Partners, our sole purpose is to meet or exceed the investment objectives of our clients. Our team’s experience spans decades of investing based on fundamental stock picking combined with advanced techno…
Direct Owners
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BETHANIE J GLAWSON
CHIEF COMPLIANCE OFFICER owns less than 5%
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DAVID AND SHEILA ABITZ REVOCABLE TRUST DATED OCTOBER 11, 2014
MEMBER owns more than 10% but less than 25%
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DAVID JAMES ABITZ
PRESIDENT AND CHIEF INVESTMENT OFFICER owns less than 5%
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JONATHAN GERALD FRANKLIN
DIRECTOR OF RESEARCH owns more than 5% but less than 10%
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JUSTIN EVANS NEUBERG
PORTFOLIO MANAGER owns more than 5% but less than 10%
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NILE CAPITAL GROUP, LLC
MEMBER owns more than 50% but less than 75%
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PRASAD NANISETTY
DIRECTOR owns less than 5%
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TODD JOHN HANSON
CHIEF OPERATING OFFICER owns more than 5% but less than 10%
Indirect Owners
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DAVID JAMES ABITZ
TRUSTEE
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MELVIN DUANE LINDSEY
OWNER owns more than 50% but less than 75%
Firms Located Nearby
Top Holdings
- Apple Inc $8,461k
- CISCO SYSTEMS INC $5,897k
- CITIGROUP INC $5,296k
- Boeing Co/The $5,277k
- AT&T INC $5,000k
- AMGEN INC $4,990k
- ABBVIE INC $4,621k
- Bank of America Corp. $4,611k
- ALTRIA GROUP INC $4,158k
- Chevron Corp $3,829k