Convergence Investment Partners, LLC

Private Investment Firm Grafton, Wisconsin, United States ·Founded 2004

Overview

Convergence Investment Partners, LLC is a private investment firm based in Palm Beach Gardens, Florida, specializing in managing U.S. equity strategies for high-net-worth individuals, corporations, and other entities. The firm employs a combination of fundamental stock selection and advanced technology to develop systematic investment strategies aimed at achieving superior returns across various market cycles. Their investment approach includes dividend growth, large-cap indexing, and strategic active tax management, with a focus on dividend-paying growth stocks. Convergence utilizes quantitative, technical, and fundamental analysis, supported by in-house research, to inform its investment decisions. The firm operates as a subsidiary of Nile Capital Group, LLC, and offers services such as portfolio management for individuals, small businesses, investment companies, and institutional clients. As of 2024, Convergence Investment Partners manages approximately $233.5 million in assets across 349 accounts, with a team of four financial advisors.

Investment Focus

  • High-net-worth individuals
  • Corporations
  • Investment companies
  • Institutional clients

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Frequently asked questions about Convergence Investment Partners, LLC

What sectors does Convergence Investment Partners, LLC invest in?

Convergence Investment Partners, LLC invests in Financial Services, Technology, Healthcare, Information Services and Business Services, and is based in Grafton, Wisconsin, United States. Convergence Investment Partners, LLC is listed as a private investment firm in the ConnectSafely investor database.

What stage does Convergence Investment Partners, LLC invest at?

Convergence Investment Partners, LLC backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.

Which regions does Convergence Investment Partners, LLC invest in?

Convergence Investment Partners, LLC invests across United States.

How do I contact Convergence Investment Partners, LLC?

Convergence Investment Partners, LLC's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of the team.

Last updated · Source: ConnectSafely investor database