Form D · Private Equity Fund

Congruent Credit Opportunities Fund III, LP

Dallas, TX · CIK 0001578336

Offering snapshot reported Jun 10, 2013 · SEC filing

Reported sold
$172M
Indefinite offering
Investors reported
49
Form D · investor count
Minimum accepted
$2M
Reported outside-investor minimum
First sale
Jun 3, 2013
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 10, 2013Initial$172,025,000No comparison49SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-197732
The General Partner reserves the right to accept capital commitments of lesser amounts than $2,000,000 for interests in its sole discretion.

Source: Form D, filed Jun 10, 2013. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

CONGRUENT CREDIT OPPORTUNITIES FUND III, LP

Investment adviser: CONGRUENT INVESTMENT PARTNERS, LLC

Gross asset value
$21.8M
Beneficial owners
76
ADV minimum commitment
$1M

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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

Filing source

Form ADV 2086392 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-4000108530

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Travis Baldwin Executive
N/A N/A Congruent Corporation Executive
N/A N/A Congruent Credit Strategies Gp Iii, Llc Executive
N/A N/A Congruent Investment Partners, Llc Promoter
Preston Massey Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
3131 Mc Kinney Avenue, Suite 850
Dallas, TX, 75204