CONGRUENT INVESTMENT PARTNERS, LLC
- CONGRUENT INVESTMENT PARTNERS, LLC
- CONGRUENT INVESTMENT MANAGEMENT, LLC
Adviser Profile
| As of Date | 12/12/2021 |
| Registration status | Registration Changed to CONGRUENT INVESTMENT PARTNERS, LLC |
| ADV Location | DALLAS, TX, United States |
| Contact Info | 214 xxxxxxx |
| Websites |
| AUM* | 150,585,518 |
| of that, discretionary | 138,058,187 |
| Private Fund GAV* | 0 |
| Avg Account Size | 150,585,518 |
| SMA’s | No |
| Private Funds | 0 2 |
Adviser Type
Number of Employees 4
of those in investment advisory functions 4
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees