Portfolio Manager · Convergence Investment Partners, LLC
Justin E. Neuberg
CRD 6224180 · 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 Justin E. Neuberg on its Form ADV as Portfolio Manager.
Firms and roles
- Convergence Investment Partners, LLCPortfolio ManagerAsset manager · Palm Beach Gardens, FL · $524M in regulatory assets
AtlasMembers
Justin’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
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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)
- David J. AbitzPresident and Chief Investment Officer, Convergence Investment Partners, LLC
- Todd J. HansonChief Technology Officer, Convergence Investment Partners, LLC
- Huyen K. GerbereuxDirector, Convergence Investment Partners, LLC
- John C. CallenChief Compliance Officer, Convergence Investment Partners, LLC
- Amy K. Abitz SchwalenbergChief Operating Officer, Convergence Investment Partners, LLC
1 more person named with Justin on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Justin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.