CONGRUENT INVESTMENT PARTNERS, LLC other names

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Adviser Profile

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%

GAV:

0

Avg Account Size:

150,585,518 107.69%


SMA’s:

NO

Private Funds:

0 3

Contact Info

214 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
395M 339M 282M 226M 169M 113M 56M
2015 2016 2017 2018 2019 2020 2021

Recent News

Private Funds



Employees