| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| Registration status | Registration Changed to CONGRUENT INVESTMENT PARTNERS, LLC |
| As of Date | 12/12/2021 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 4 -20.00% |
| of those in investment advisory functions | 4 -20.00% |
| AUM* | 150,585,518 -30.77% |
| of that, discretionary | 138,058,187 -32.77% |
| Private Fund GAV* | 0 |
| Avg Account Size | 150,585,518 107.69% |
| SMA’s | No |
| Private Funds | 0 3 |
| Contact Info | 214 xxxxxxx |
| Websites |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees