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Adviser Profile

As of Date 03/28/2024
Registration SEC, ERA - Active, 3/31/2022
Other registrations (2)
Former registrations

CONGRUENT INVESTMENT PARTNERS, LLC

Exempt Reporting Adviser 2B(2)- PF<150mn qualify for the exemption from registration because you act solely as an adviser to private funds and have assets under management, as defined in rule 203(m)-1, in the United States of less than $150 million
Private Fund GAV* 107,751,000 -23.51%
SMA’s No
Private Funds 4
Contact Info 214 xxxxxxx
Websites

Recent News

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$67,099,000
Fund TypePrivate Equity Fund Count3 GAV$40,652,000

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