# CONVERGENCE INVESTMENT PARTNERS, LLC

CONVERGENCE INVESTMENT PARTNERS, LLC of PALM BEACH GARDENS, FL is an SEC-registered investment adviser.

## Registration

- CRD: 148472
- Type: SEC-registered investment adviser
- SEC file number: 801-69707
- Location: 3801 PGA BLVD., SUITE 1001, PALM BEACH GARDENS, FL, 33410-2757
- Phone: 561-494-8001
- Latest filing: 2026-03-23
- Regulatory AUM: $523.6M
- Discretionary AUM: $477.9M
- Non-discretionary AUM: $45.7M
- Clients: 5
- Accounts: 447

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (31)

_Showing 25 of 31 people._

| Name | Role | Location |
| --- | --- | --- |
| Melvin Duane Lindsey | MANAGING MEMBER | — |
| David James Abitz | PRESIDENT AND CHIEF INVESTMENT OFFICER; TRUSTEE | — |
| Todd John Hanson | CHIEF TECHNOLOGY OFFICER | — |
| Justin Evans Neuberg | PORTFOLIO MANAGER | — |
| John Christopher Callen | CHIEF COMPLIANCE OFFICER | — |
| Henry Jefferson Brandon | CHIEF FINANCIAL OFFICER | — |
| Huyen Kim Gerbereux | DIRECTOR | — |
| Amy Kristina Abitz Schwalenberg | CHIEF OPERATING OFFICER | — |
| Kenneth Paul Lenhart | SECRETARY | — |
| GALLAGHER MARK JOSEPH | CHIEF EXECUTIVE OFFICER | — |
| SCHULZ DAVID WALTER | CHIEF EXECUTIVE OFFICER; PRESIDENT | — |
| ABITZ DAVID JAMES | CHIEF INVESTMENT OFFICER; PRESIDENT AND CHIEF INVESTMENT OFFICER; TRUSTEE | — |
| BICKNELL MARTIN CHRISTOPHER | CEO; CHIEF EXECUTIVE OFFICER; ELECTED MANAGER (+3 more) | — |
| MANNING STEPHANIE LEANN | CHIEF COMPLIANCE OFFICER | — |
| MAYER BRADLEY EUGENE | CHIEF COMPLIANCE OFFICER | — |
| FREEMAN WILLIAM ALLEN | TRUSTEE | — |
| PERRY BRADEN MARTIN | CHIEF COMPLIANCE OFFICER | — |
| VOHLAND CHERYL RENEE | CHIEF COMPLIANCE OFFICER | — |
| VOHLAND CHERYL R | CHIEF COMPLIANCE OFFICER | — |
| PLEVIAK ANNE JENELLE | CHIEF COMPLIANCE OFFICER | — |
| HANSON TODD JOHN | CHIEF OPERATING OFFICER; CHIEF TECHNOLOGY OFFICER; DIRECT OF QUANTITATIVE TECHNOLOGY (+1 more) | — |
| FRANKLIN JONATHAN GERALD | DATABASE MANAGEMENT; DIRECTOR OF RESEARCH; PORTFOLIO MANAGER, SENIOR ANALYST | — |
| GERBEREUX HUYEN KIM | DIRECTOR | — |
| LINDSEY MELVIN DUANE | MANAGING MEMBER; OFFICER; OWNER | — |
| DORIAN ANNE JENELLE PLEVIAK | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/148472/brochure
- Similar advisers: https://search.stillhousedata.com/firm/148472/similar
- Related entities: https://search.stillhousedata.com/firm/148472/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/148472

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.