CONGRUENT INVESTMENT PARTNERS, LLC
Adviser information for CONGRUENT INVESTMENT PARTNERS, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 0 |
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Investment Advisory/Research | 0 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | No |
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Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | – |
---|---|
Compensation | – |
Identifiers
SEC RIA File Number | 802-124846 |
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SEC ERA File Number | 802-124846 |
SEC CIK Numbers | None |
SEC CRD Numbers | 155803 |
Legal Entity Identifier | None |
Principal Office
3400 CARLISLE STREETSUITE 320
DALLAS
TX
United States
Monday - Friday, 8:00AM - 6:00PM
Tel: 214-760-7411, Fax: 214-302-5063
Websites
Chief Compliance Officer
MATTHEW KILLEBREW
CHIEF FINANCIAL OFFICER
3400 CARLISLE STREET
SUITE 320
DALLAS
TX
United States
Tel:
214-760-7411
Fax:
214-302-5063
M*********@***************M
(Full email address available in API data)
Industry Affiliates
CONGRUENT CREDIT STRATEGIES GP III, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
CONGRUENT PARTNERS INVESTMENT III, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
CONGRUENT AMERICAN INDUSTRIAL PARTNERS, LLC | Private Equity Fund | $21.0M | $0.3M | 5 |
CONGRUENT CREDIT OPPORTUNITIES FUND III, LP | Hedge Fund | $67.1M | $1.0M | 76 |
CONGRUENT SWANDA PARTNERS, LLC | Private Equity Fund | $9.6M | $0.1M | 6 |
CONGRUENT TREASURER, LTD. | Private Equity Fund | $10.1M | $0.0M | 3 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
MASSEY, PRESTON, LAAS | Individual | – | MANAGING MEMBER | 03/2009 | 50-75% |
BALDWIN, TRAVIS, PENDLETON | Individual | – | MANAGING MEMBER | 03/2009 | 50-75% |
KILLEBREW, MATTHEW, LEWIS | Individual | – | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | 10/2010 | < 5% |