Asset ManagerRIA · CRD 155803SEC-RegisteredPrivate Fund Adviser

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Congruent Investment Partners

Congruent Investment Partners is an SEC-registered investment adviser in Dallas, TX, registered since 2022. The firm advises clients on investment strategies.

Congruent Investment Partners logo

Congruent Investment Partners

Congruent Investment Partners is an SEC-registered investment adviser in Dallas, TX, registered since 2022. The firm advises clients on investment strategies. It is headquartered in Texas.

General information

Firm type

Generalist

Year founded

2009

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Dallas

Corporate office

Dallas, United States

Frequently asked questions

What investment strategies does Congruent Investment Partners pursue?

The firm targets buyout, expansion and late-stage opportunities along with management buyouts, recapitalisations, reorganisations, restructurings, spin-offs and succession transactions.

Where is Congruent Investment Partners headquartered?

The firm is based in Dallas, United States.

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