Congruent Investment Partners, Llc
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $108M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Congruent Credit Opportunities Fund Iii, Lp | Hedge Fund | Delaware | $67.1M | 76 |
| Congruent American Industrial Partners, Llc | Private Equity Fund | Texas | $21.0M | 5 |
| Congruent Treasurer, Ltd. | Private Equity Fund | Texas | $10.1M | 3 |
| Congruent Swanda Partners, Llc | Private Equity Fund | Texas | $9.6M | 6 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Baldwin, Travis, Pendleton | Managing Member | Mar 2009 (17y) | 50% – 75% | |
| Massey, Preston, Laas | Managing Member | Mar 2009 (17y) | 50% – 75% | |
| Killebrew, Matthew, Lewis | Chief Compliance Officer & Chief Financial Officer | Oct 2010 (16y) | Less than 5% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $108M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Congruent Credit Opportunities Fund Iii, Lp | Hedge Fund | $67.1M | $1.0M | 76 |
| Congruent American Industrial Partners, Llc | Private Equity Fund | $21.0M | $300K | 5 |
| Congruent Treasurer, Ltd. | Private Equity Fund | $10.1M | $0 | 3 |
| Congruent Swanda Partners, Llc | Private Equity Fund | $9.6M | $60.0K | 6 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.54 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗