David James Abitz
Investment adviser representative at Convergence Investment Partners, LLC
18 yearsExperience
1 stateRegistered in
CFADesignation
$523.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
18 years in the industry.
- Convergence Investment Partners, LLCDec 2008 to now
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1995
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 1 state (FL).
Convergence Investment Partners, LLC
$523.6MAssets managed
441Clients
4Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2650834
- Firm CRD
- 148472