CONGRUENT INVESTMENT PARTNERS, LLC

other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}
cb

Adviser Profile
As of Date 03/28/2024
Registration SEC, ERA - Active, 03/31/2022
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

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

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser DIXON MIDLAND COMPANY LLC Hedge Fund63.7m Liquidity Fund- Private Equity Fund20.9m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV84.6m AUM- #Funds4
Adviser ALANDA CAPITAL MANAGEMENT LIMITED Hedge Fund- Liquidity Fund- Private Equity Fund176.9m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV176.9m AUM- #Funds5
Adviser DOUBLEBLUE CAPITAL MANAGEMENT L.P. Hedge Fund244.9k Liquidity Fund- Private Equity Fund34.0m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV34.3m AUM- #Funds4
Adviser CAPITALINE ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund94.2m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV94.2m AUM- #Funds4
Adviser BW CAPITAL PARTNERS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM- #Funds-
Adviser WALNUT GROVE CAPITAL PARTNERS, LP Hedge Fund47.6m Liquidity Fund- Private Equity Fund124.9m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV172.5m AUM172.5m #Funds4
Adviser MELKONIAN CAPITAL MANAGEMENT, LLC Hedge Fund306.5m Liquidity Fund- Private Equity Fund65.7m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV372.2m AUM372.2m #Funds4
Adviser HIGHLAND CAPITAL MANAGEMENT, L.P. Hedge Fund48.9m Liquidity Fund- Private Equity Fund146.8m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV195.7m AUM126.7m #Funds4
Adviser BONAVENTURE CAPITAL, LLC Hedge Fund6.2m Liquidity Fund- Private Equity Fund24.6m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV30.8m AUM430.4m #Funds4
Adviser DAKOTA PACIFIC GLOBAL MACRO ADVISERS LP Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM447.9m #Funds-