Congruent Investment Partners, LLC
Congruent Investment Partners, LLC is an SEC-registered asset manager with $81.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Congruent Investment Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 155803, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $81.7M (2026-03-31)
- Firm type
- Asset Manager
- Employees
- 1
- Clients
- 2
- CRD
- 155803
- Ownership
- BALDWIN, TRAVIS, PENDLETON; MASSEY, PRESTON, LAAS; KILLEBREW, MATTHEW, LEWIS
How much AUM does Congruent Investment Partners, LLC have?
Congruent Investment Partners, LLC reported $81.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Congruent Investment Partners, LLC?
Disclosed owners and executives of Congruent Investment Partners, LLC include BALDWIN, TRAVIS, PENDLETON, MASSEY, PRESTON, LAAS, KILLEBREW, MATTHEW, LEWIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.