CONGRUENT INVESTMENT PARTNERS, LLC
CRD #155803 SEC #802-124846 DALLAS, TX 214-760-7411
State Registered Exempt Reporting Private Funds
Total AUM
$150.6M
Discretionary
$138.1M
Employees
4
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2021 | $150.6M | $138.1M | $12.5M | 4 | 0 |
| Oct 2021 | $150.6M | $138.1M | $12.5M | 4 | 0 |
| Mar 2021 | $150.6M | $138.1M | $12.5M | 4 | 0 |
| Mar 2020 | $217.5M | $205.3M | $12.2M | 5 | 0 |
| Mar 2019 | $246M | $229.1M | $16.9M | 6 | 0 |
| Mar 2018 | $288.9M | $275.8M | $13.1M | 9 | 0 |
| Mar 2017 | $307.1M | $298.4M | $8.7M | 8 | 1 |
| Mar 2016 | $320.1M | $310.8M | $9.4M | 8 | 1 |
| Dec 2015 | $400.6M | $394.9M | $5.7M | 7 | 1 |
| Mar 2015 | $400.6M | $394.9M | $5.7M | 7 | 1 |
| Nov 2014 | $382.2M | $380.5M | $1.7M | 9 | 1 |
| Apr 2014 | $382.2M | $380.5M | $1.7M | 9 | 1 |
| Mar 2014 | $382.2M | $380.5M | $1.7M | 9 | 1 |
| Mar 2013 | $246.6M | $233.2M | $13.3M | 8 | 1 |
| Jun 2012 | $162M | $144.2M | $17.8M | -- | 1 |
| Feb 2012 | $162M | $144.2M | $17.8M | -- | 1 |
| Feb 2012 | $162M | $144.2M | $17.8M | -- | 1 |
DateDec 2021
Total AUM$150.6M
Discretionary$138.1M
Non-Disc.$12.5M
Employees4
Clients0
DateOct 2021
Total AUM$150.6M
Discretionary$138.1M
Non-Disc.$12.5M
Employees4
Clients0
DateMar 2021
Total AUM$150.6M
Discretionary$138.1M
Non-Disc.$12.5M
Employees4
Clients0
DateMar 2020
Total AUM$217.5M
Discretionary$205.3M
Non-Disc.$12.2M
Employees5
Clients0
DateMar 2019
Total AUM$246M
Discretionary$229.1M
Non-Disc.$16.9M
Employees6
Clients0
DateMar 2018
Total AUM$288.9M
Discretionary$275.8M
Non-Disc.$13.1M
Employees9
Clients0
DateMar 2017
Total AUM$307.1M
Discretionary$298.4M
Non-Disc.$8.7M
Employees8
Clients1
DateMar 2016
Total AUM$320.1M
Discretionary$310.8M
Non-Disc.$9.4M
Employees8
Clients1
DateDec 2015
Total AUM$400.6M
Discretionary$394.9M
Non-Disc.$5.7M
Employees7
Clients1
DateMar 2015
Total AUM$400.6M
Discretionary$394.9M
Non-Disc.$5.7M
Employees7
Clients1
DateNov 2014
Total AUM$382.2M
Discretionary$380.5M
Non-Disc.$1.7M
Employees9
Clients1
DateApr 2014
Total AUM$382.2M
Discretionary$380.5M
Non-Disc.$1.7M
Employees9
Clients1
DateMar 2014
Total AUM$382.2M
Discretionary$380.5M
Non-Disc.$1.7M
Employees9
Clients1
DateMar 2013
Total AUM$246.6M
Discretionary$233.2M
Non-Disc.$13.3M
Employees8
Clients1
DateJun 2012
Total AUM$162M
Discretionary$144.2M
Non-Disc.$17.8M
Employees--
Clients1
DateFeb 2012
Total AUM$162M
Discretionary$144.2M
Non-Disc.$17.8M
Employees--
Clients1
DateFeb 2012
Total AUM$162M
Discretionary$144.2M
Non-Disc.$17.8M
Employees--
Clients1