Congruent Investment Partners
Private Equity Exempt reporting adviser
Legal name: Congruent Investment Partners, LLC
Dallas, TX Website
AUM
$81.7M
Private fund assets
Private funds
6
Private Equity 5 · Hedge Fund 1
Private fund assets
$81.7M
Gross asset value
Employees
—
Last Form D raise
—
From SEC Form ADV filing (filed Mar 31, 2026). View on SEC
People(2)
Owners and executive officers named on the firm's SEC Form ADV.
P
T
Funds(6)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Congruent American Industrial Partners, LLC | Private Equity | $24.6M | — | — | — | |
| Congruent Credit Opportunities Fund III, LP | Hedge Fund | $21.8M | — | — | — | |
| Congruent Glass Partners, LLC | Private Equity | $14.6M | — | — | — | |
| Congruent Treats Partners, LLC | Private Equity | $10.0M | — | — | — | |
| Congruent Treasurer, LTD. | Private Equity | $5.9M | — | — | — | |
| Congruent Texxas Power Investors, LLC | Private Equity | $4.8M | — | — | — |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 155803
- SEC file number
- 802-124846
Sources
- SEC Form ADV Oct 14, 2026