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Congruent Investment Partners, LLC

pe fund manager; equity; $82M private fund assets

Dallas, TX

Congruent structured a $10,000,000 investment comprising a second lien term loan and an equity co-investment, providing significant flexibility in order to reduce the debt service burden on the business and instead allow for future excess cash flow to be reinvested for growth.

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Search this name across graphsid dfx:isi:6b828749-c3c5-40e7-a62c-ed5bf454a3a1

Data as of Sep 21, 2026 (this record's last observation) from Filings; Announcements. Page built Sep 21, 2026, 5:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 0
Dated events: 0
On other graphs: 3
Observed: n/a to Sep 21, 2026
19 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Congruent Investment Partners, LLC

Private equity manager · shared crd

RIA / Wealth Managementidentity

CONGRUENT INVESTMENT PARTNERS, LLC

Registered adviser · shared crd

Private Creditidentity

CONGRUENT INVESTMENT PARTNERS, LLC

Private credit manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser class: pe_manager_small
PE fund count (ADV): 5
Private fund gross assets: $81.7MForm ADV; never fund size
Website: congruentinv.com

Relationships

No published relationship touches this entity yet.

Dated events

No dated event names this entity yet.

Provenance

Graph: Independent Sponsors
Canonical id: dfx:isi:6b828749-c3c5-40e7-a62c-ed5bf454a3a1
First observed: n/a
Last observed: Sep 21, 2026 3 h ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.