Convergence Investment Partners is an investment advisor in Palm Beach Gardens with $225.95 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Mariner Quantitative Solutions, LLC
SEC CIK
IRS number
263620998
SEC advisor number
801-69707
FINRA CRD number
148472
AUM ?
$203.34 mm
(as of 31 May 23)
Accounts
336
(as of 31 May 23)
Employees
6
(4 investment advisory or research)
Address
Convergence Investment Partners
3801 PGA BLVD.
SUITE 1001
PALM BEACH GARDENS
FL 33410
3801 PGA BLVD.
SUITE 1001
PALM BEACH GARDENS
FL 33410
Phone
8168961270
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
2 Nov 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
3 Feb 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
5 Aug 22
13F-HR
Quarterly holdings report by institutional manager
26 Apr 22
13F-HR
Quarterly holdings report by institutional manager
25 Jan 22
13F-HR
Quarterly holdings report by institutional manager
25 Oct 21