Investment adviser · CRD 155803

CONGRUENT INVESTMENT PARTNERS, LLC

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

DALLAS, TX, United States · Form ADV filed Mar 31, 2026

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

9 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CONGRUENT AMERICAN INDUSTRIAL PARTNERS, LLCPrivate Equity Fund · Last reported Mar 31, 2026$24.6MGross asset value

Form D fundraising filings

Congruent American Industrial Partners, LLC

Custodian ENCORE BANK, NA DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-3065388785
Reported beneficial owners
5
Minimum commitment
$300K
Form D file number
021-441640

Form ADV 2086392 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CONGRUENT CREDIT OPPORTUNITIES FUND III, LPHedge Fund · Last reported Mar 31, 2026$21.8MGross asset value

Form D fundraising filings

Congruent Credit Opportunities Fund III, LP

Fund administrator U.S. BANCORP FUND SERVICES, LLC MILWAUKEE, Wisconsin, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, LLP FORT WORTH, Texas, United States
Custodian U.S. BANK, N.A. CHARLOTTE, North Carolina, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA, LLP
PCAOB 243

Fund details & source
Fund ID
805-4000108530
Reported beneficial owners
76
Minimum commitment
$1M
Form D file number
021-197732

Form ADV 2086392 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CONGRUENT GLASS PARTNERS, LLCPrivate Equity Fund · Last reported Mar 31, 2026$14.6MGross asset value

Form D fundraising filings

Congruent Glass Partners, LLC

Custodian VERITEX COMMUNITY BANK DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-1515590310
Reported beneficial owners
12
Minimum commitment
$250K
Form D file number
021-533960

Form ADV 2086392 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CONGRUENT TREATS PARTNERS, LLCPrivate Equity Fund · Last reported Mar 31, 2026$10MGross asset value
Custodian ENCORE BANK, NA DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-3571551505
Reported beneficial owners
2
Minimum commitment
$1M

Form ADV 2086392 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CONGRUENT TREASURER, LTD.Private Equity Fund · Last reported Mar 31, 2026$5.89MGross asset value
Fund administrator APEX GROUP DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian JPMORGAN CHASE BANK, N.A. HOUSTON, Texas, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-2802899780
Reported beneficial owners
3
Minimum commitment
$0

Form ADV 2086392 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CONGRUENT TEXXAS POWER INVESTORS, LLCPrivate Equity Fund · Last reported Mar 31, 2026$4.79MGross asset value
Custodian ENCORE BANK, NA DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-4912953838
Reported beneficial owners
4
Minimum commitment
$239K

Form ADV 2086392 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CONGRUENT CREDIT OPPORTUNITIES FUND II, LPHedge Fund · Last reported Mar 30, 2020$47.2MGross asset value

Form D fundraising filings

Congruent Credit Opportunities Fund II, LP

Fund administrator U.S. BANCORP FUND SERVICES, LLC MILWAUKEE, Wisconsin, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, LLP FORT WORTH, Texas, United States
Custodian U.S. BANK, NA CHARLOTTE, North Carolina, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA, LLP
PCAOB 243

Fund details & source
Fund ID
805-4939207662
Reported beneficial owners
71
Minimum commitment
$1M
Form D file number
021-171925

Form ADV 1406997 · Mar 30, 2020 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

3400 CARLISLE STREET, SUITE 320
DALLAS, TX, 75204, United States

CRD 155803

Filing source

Form ADV 2086392 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.