SourcingSourcing

CONVERGENCE INVESTMENT PARTNERS, LLC

C42
CRD 148472·SEC 801-69707·PALM BEACH GARDENS, FL
AUM
$523.6M
$500M-$1B
Est. Revenue
$5.2M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$12.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CONVERGENCE INVESTMENT PARTNERS, LLC
CRD
148472
SEC file #
801-69707
EIN
263620998
DBA names
—

Economics

AUM
$523.6M
AUM band
$500M-$1B
AUM trajectory
'20'26
$390.5M → $523.6M▲ +34%
Client mix
Individuals High Net Worth224
Other Investment Advisers211
Charitable Organizations5
Investment Companies1

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
PALM BEACH GARDENS FL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
linkedin.com/company/convergence-investment-partners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NILE CAPITAL GROUP, LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
9
Control Persons
NILE CAPITAL GROUP, LLC
DAVID AND SHEILA ABITZ REVOCABLE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
11
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001456133
Edgar Registered
Yes
Edgar Filing Count
73
Edgar First Filing Date
2009-02-17
Edgar Last Filing Date
2026-05-07
Edgar 13f Count
62
Edgar 13f Latest AUM Estimate
Filing Date2026-05-07
Accession0001580642-26-003061
Edgar Former Names
Mariner Quantitative Solutions, LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity2
Wells Fargo2
Edgar Addresses
Mailing
3801 PGA BLVD.SUITE 1001PALM BEACH GARDENS, FL 33410
Business
3801 PGA BLVD.SUITE 1001PALM BEACH GARDENS, FL 33410
Edgar EIN
263620998
Edgar Recent Filings
13F-HR2026-05-07 · 0001580642-26-003061
13F-HR2026-02-05 · 0001580642-26-000812
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (7)

7
HANSON, TODD, JOHN
IAR · Direct Owner · 7.5%
1910727
NEUBERG, JUSTIN, EVANS
IAR · Direct Owner · 7.5%
6224180
ABITZ, DAVID, JAMES
IAR · Executive Officer · 2.5%
2650834
CALLEN, JOHN, CHRISTOPHER
IAR · Executive Officer · 2.5%
2236866
AMY KRISTINA ABITZ SCHWALENBERG
Executive Officer · 2.5%
3073822
GERBEREUX, HUYEN, KIM
Executive Officer · 2.5%
4482710
LENHART, KENNETH, PAUL
Executive Officer · 2.5%
4660765