Congruent Investment Partners LLC
Legal Name: CONGRUENT INVESTMENT PARTNERS, LLC
Full Contact Details
Congruent Investment Partners LLC
3400 CARLISLE STREET, SUITE 430, DALLAS, TX
214-760-7411
214-302-5063
Other Info
Congruent Investment Partners LLC, a Delaware Limited Liability Company, is a professional financial advisory firm with six employee advisors. Though the number of clients served remains undisclosed, the firm's SEC registration has been approved as of March 28, 2012.
Congruent
Toggle navigation Congruent About Investment Focus Case Studies Leadership Contact Congruent Investment Partners, LLC - Homepage Congruent Investment Partners is a private investment firm, primarily focused on making debt and equity investments in lower middle market companies. We invest in strong o…
Direct Owners
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MATTHEW LEWIS KILLEBREW
CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER owns less than 5%
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PRESTON LAAS MASSEY
MANAGING MEMBER owns more than 50% but less than 75%
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TRAVIS PENDLETON BALDWIN
MANAGING MEMBER owns more than 50% but less than 75%
Custodians
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JPMORGAN CHASE BANK, N.A.
United States -
U.S. BANK, N.A.
United States -
U.S. BANK, NA
United States