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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KILLEBREW, MATTHEW, LEWIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KILLEBREW, MATTHEW, LEWIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KILLEBREW, MATTHEW, LEWIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KILLEBREW, MATTHEW, LEWIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KILLEBREW, MATTHEW, LEWIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KILLEBREW, MATTHEW, LEWIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KILLEBREW, MATTHEW, LEWIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KILLEBREW, MATTHEW, LEWIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KILLEBREW, MATTHEW, LEWIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KILLEBREW, MATTHEW, LEWIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KILLEBREW, MATTHEW, LEWIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KILLEBREW, MATTHEW, LEWIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KILLEBREW, MATTHEW, LEWIS | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| KILLEBREW, MATTHEW, LEWIS | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| KILLEBREW, MATTHEW, LEWIS | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| KILLEBREW, MATTHEW, LEWIS | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| KILLEBREW, MATTHEW, LEWIS | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| KILLEBREW, MATTHEW, LEWIS | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| KILLEBREW, MATTHEW, LEWIS | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| KILLEBREW, MATTHEW, LEWIS | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| KILLEBREW, MATTHEW, LEWIS | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| KILLEBREW, MATTHEW, LEWIS | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| KILLEBREW, MATTHEW, LEWIS | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| KILLEBREW, MATTHEW, LEWIS | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | NA | Control |
| BALDWIN, TRAVIS, PENDLETON | I | MANAGING MEMBER | D | Control |
| BALDWIN, TRAVIS, PENDLETON | I | MANAGING MEMBER | D | Control |
| BALDWIN, TRAVIS, PENDLETON | I | MANAGING MEMBER | D | Control |
| BALDWIN, TRAVIS, PENDLETON | I | MANAGING MEMBER | D | Control |
| BALDWIN, TRAVIS, PENDLETON | I | MANAGING MEMBER | D | Control |
| BALDWIN, TRAVIS, PENDLETON | I | MANAGING MEMBER | D | Control |
| BALDWIN, TRAVIS, PENDLETON | I | MANAGING MEMBER | D | Control |
| BALDWIN, TRAVIS, PENDLETON | I | MANAGING MEMBER | D | Control |
| BALDWIN, TRAVIS, PENDLETON | I | MANAGING MEMBER | D | Control |
| BALDWIN, TRAVIS, PENDLETON | I | MANAGING MEMBER | D | Control |
| BALDWIN, TRAVIS, PENDLETON | I | MANAGING MEMBER | D | Control |
| BALDWIN, TRAVIS, PENDLETON | I | MANAGING MEMBER | D | Control |
| BALDWIN, TRAVIS, PENDLETON | I | MANAGING MEMBER | D | Control |
| BALDWIN, TRAVIS, PENDLETON | I | MANAGING MEMBER | D | Control |
| BALDWIN, TRAVIS, PENDLETON | I | MANAGING MEMBER | D | Control |
| BALDWIN, TRAVIS, PENDLETON | I | MANAGING MEMBER | D | Control |
| BALDWIN, TRAVIS, PENDLETON | I | MANAGING MEMBER | D | Control |
| BALDWIN, TRAVIS, PENDLETON | I | MANAGING MEMBER | D | Control |
| BALDWIN, TRAVIS, PENDLETON | I | MANAGING MEMBER | D | Control |
| BALDWIN, TRAVIS, PENDLETON | I | MANAGING MEMBER | D | Control |
| BALDWIN, TRAVIS, PENDLETON | I | MANAGING MEMBER | D | Control |
| BALDWIN, TRAVIS, PENDLETON | I | MANAGING MEMBER | D | Control |
| BALDWIN, TRAVIS, PENDLETON | I | MANAGING MEMBER | D | Control |
| BALDWIN, TRAVIS, PENDLETON | I | MANAGING MEMBER | D | Control |
| MASSEY, PRESTON, LAAS | I | MANAGING MEMBER | D | Control |
| MASSEY, PRESTON, LAAS | I | MANAGING MEMBER | D | Control |
| MASSEY, PRESTON, LAAS | I | MANAGING MEMBER | D | Control |
| MASSEY, PRESTON, LAAS | I | MANAGING MEMBER | D | Control |
| MASSEY, PRESTON, LAAS | I | MANAGING MEMBER | D | Control |
| MASSEY, PRESTON, LAAS | I | MANAGING MEMBER | D | Control |
| MASSEY, PRESTON, LAAS | I | MANAGING MEMBER | D | Control |
| MASSEY, PRESTON, LAAS | I | MANAGING MEMBER | D | Control |
| MASSEY, PRESTON, LAAS | I | MANAGING MEMBER | D | Control |
| MASSEY, PRESTON, LAAS | I | MANAGING MEMBER | D | Control |
| MASSEY, PRESTON, LAAS | I | MANAGING MEMBER | D | Control |
| MASSEY, PRESTON, LAAS | I | MANAGING MEMBER | D | Control |
| MASSEY, PRESTON, LAAS | I | MANAGING MEMBER | D | Control |
| MASSEY, PRESTON, LAAS | I | MANAGING MEMBER | D | Control |
| MASSEY, PRESTON, LAAS | I | MANAGING MEMBER | D | Control |
| MASSEY, PRESTON, LAAS | I | MANAGING MEMBER | D | Control |
| MASSEY, PRESTON, LAAS | I | MANAGING MEMBER | D | Control |
| MASSEY, PRESTON, LAAS | I | MANAGING MEMBER | D | Control |
| MASSEY, PRESTON, LAAS | I | MANAGING MEMBER | D | Control |
| MASSEY, PRESTON, LAAS | I | MANAGING MEMBER | D | Control |
| MASSEY, PRESTON, LAAS | I | MANAGING MEMBER | D | Control |
| MASSEY, PRESTON, LAAS | I | MANAGING MEMBER | D | Control |
| MASSEY, PRESTON, LAAS | I | MANAGING MEMBER | D | Control |
| MASSEY, PRESTON, LAAS | I | MANAGING MEMBER | D | Control |
Registrations
Federal
ERA
Mar 28, 2025 REGISTERED
Notice Filings (1)
TX
Address
3400 CARLISLE STREETSUITE 320
DALLAS, TX 75204
United States
Phone: 214-760-7411