# Congruent Investment Partners

Congruent Investment Partners is an Asset Manager based in Dallas, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Dallas, United States
- **Region:** North America
- **Address:** Dallas, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** www.congruentinv.com
- **LinkedIn:** https://www.linkedin.com/company/congruent-investment-partners

## Regulatory record

- **CRD number:** 155803
- **SEC file number:** 802-124846
- **Registration status:** ACTIVE
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/155803

## About

Congruent Investment Partners, LLC is a private investment firm based in Dallas, Texas, that primarily invests in lower middle market companies. It manages capital in long-term private funds, partnerships, and SPVs, with an investor base of foundations, endowments, pension funds, insurance companies, and high net worth individuals. The firm invests in strong operating companies to facilitate growth, acquisitions, recapitalizations, buyouts and other significant capital transactions, including majority acquisitions and non-control minority equity and mezzanine investments.

## People

- Travis Baldwin — CFA — Co-Founder & Principal
- Matthew Killebrew — CPA, CFA — Chief Financial Officer & Chief Compliance Officer
- Bryan King — Vice President
- Preston Massey — Co-Founder & Principal

## 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.

## Related profiles

- [Congress Park Capital](https://altss.com/profile/congress-park-capital)
- [Congruent Ventures](https://altss.com/profile/congruent-ventures)

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Last updated: 2026-08-11T15:06:27.647Z

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