Congruent Investment Partners LLC - Assets, Funds, Holdings
Congruent Investment Partners LLC
CRD # 155803 SEC # 801-74184 CIK # AUM
Employees
4 (100% Investors, 0% Brokers)
Phone 214-760-7411 Address 3400 Carlisle Street Source
[IAPD]
[Website]
Total AUM ($M)
450 360 270 180 90 0 2010 2015 2021 2027
Type
Form D Funds
Date
Sold
AUM
PE
Congruent Texxas Power Investors LLC
2026-03-31
PE
Congruent Treats Partners LLC
2026-03-31
PE
Congruent Glass Partners LLC
[2025-03-28]
Offered $13,000,000 · Filed 2025-01-02 (D) · Exemption 506(b) · Minimum $250,000 · Duration One year or less · Revenue Decline to Disclose
PE
Congruent American Industrial Partners LLC
[2023-03-31]
Offered $10,000,000 · Filed 2022-04-13 (D) · Exemption 506(b) · Minimum $300,000 · Duration One year or less · Revenue Decline to Disclose
PE
Congruent Swanda Partners LLC
[2023-03-31]
Offered $7,617,900 · Filed 2022-10-07 (D) · Exemption 506(b) · Minimum $60,000 · Duration One year or less · Revenue Decline to Disclose
HF
Congruent Credit Opportunities Fund III LP
[2014-03-29]
Filed 2013-06-10 (D) · Exemption 506, 3(c), 3(c)(7) · Minimum $2,000,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
HF
Congruent Credit Opportunities Fund II LP
[2012-02-15]
Offered $200,000,000 · Filed 2012-01-17 (D) · Exemption 506, 3(c), 3(c)(7) · Remaining $119,770,000 · Duration One year or less · Revenue Decline to Disclose
HF
Congruent Credit Opportunities Fund LP
[2012-02-15]
Offered $60,638,000 · Filed 2010-10-19 (D) · Exemption 506, 3(c), 3(c)(7) · Minimum $200,000 · Duration One year or less · Revenue Decline to Disclose
PE
Congruent Treasurer Ltd
2012-02-15
AUM Breakdown
Accounts
AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)
(b) Individuals (high net worth individuals)
(c) Banking or thrift institutions
(d) Investment companies
(e) Business development companies
(f) Pooled investment vehicles
(g) Pension and profit sharing plans
(h) Charitable organizations
(i) State or municipal government entities
(j) Other investment advisers
(k) Insurance companies
(l) Sovereign wealth funds and foreign official institutions
(m) Corporations or other businesses not listed above
(n) Other
Total
By Discretionary
Discretionary
Non-Discretionary
Total
By Non-United States Persons
Non-United States Persons
United States Persons
Total
Firm Profile (Form ADV) Serves Institutional Fund Types Hedge Fund, Private Equity
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