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Building 2CONGRUENT INVESTMENT PARTNERS, LLC

Map pinDALLAS, TX
Phone214-760-7411
NotebookSEC #801-74184
Total AUM
$150.6M
Employees
4
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3400 CARLISLE STREET
SUITE 320
DALLAS
TX 75204
United States
Operating Hours
8:00AM - 6:00PM
Monday - Friday
Phone
214-760-7411

ReceiptFinancials

Total AUM
$150.6M
Accounts
2
Discretionary
$138.1M
Accounts
1
Non-Discretionary
$12.5M
Accounts
1

ContactClients

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Pooled Vehicle Clients
2
AUM
$150.6M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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