Secretary · Convergence Investment Partners, LLC
Kenneth P. Lenhart
CRD 4660765 · 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 Kenneth P. Lenhart on its Form ADV as Secretary, a control person.
Firms and roles
- Convergence Investment Partners, LLCSecretaryAsset manager · Palm Beach Gardens, FL · $524M in regulatory assets
AtlasMembers
Kenneth’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
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- When each role began
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- Each firm’s assets and growth
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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
- Justin E. NeubergPortfolio Manager, Convergence Investment Partners, LLC
- Huyen K. GerbereuxDirector, Convergence Investment Partners, LLC
- John C. CallenChief Compliance Officer, Convergence Investment Partners, LLC
1 more person named with Kenneth 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 Kenneth’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.