CONGRUENT INVESTMENT PARTNERS, LLC

other names
  • CONGRUENT INVESTMENT PARTNERS, LLC
  • CONGRUENT INVESTMENT MANAGEMENT, LLC
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Adviser Profile

Registration status Registration Changed to CONGRUENT INVESTMENT PARTNERS, LLC
As of Date 12/12/2021
Adviser Type - Large advisory firm
Number of Employees 4
of those in investment advisory functions 4
AUM* 150,585,518
of that, discretionary 138,058,187
Private Fund GAV* 0
Avg Account Size 150,585,518
SMA’s No
Private Funds 0 2
Contact Info 214 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

395M 339M 282M 226M 169M 113M 56M
2015 2016 2017 2018 2019 2020 2021
Discretionary
Non-discretionary

Private Funds

Employees