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President and Chief Investment Officer · Convergence Investment Partners, LLC

David J. Abitz

CRD 2650834 · Named on Form ADV at one SEC-registered adviser

At a glance

Convergence Investment Partners, LLC, an SEC-registered asset manager based in Palm Beach Gardens, FL with $524 million in regulatory assets, lists David J. Abitz on its Form ADV as President and Chief Investment Officer, a control person.

Firms and roles

AtlasMembers

David’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with David on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.