Congruent Swanda Partners, LLC
Congruent Swanda Partners, LLC is a private equity fund organized in Texas, United States and advised by Congruent Investment Partners, LLC. Its adviser reported $9,600,000 in gross assets for the fund on Form ADV, filed Mar 28, 2024. It reported 6 beneficial owners. The minimum investment it accepts is $60,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors.
- Gross assets
- $9,600,000As reported on Form ADV
- Beneficial owners
- 6
- Minimum investment
- $60,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 owners
- Fund type
- Private equity fund
- Domicile
- Texas, United States
- Custodian
- First Horizon Bank, NA
- Adviser
- Congruent Investment Partners, LLC · Dallas, TX · CRD 155803
- Reported on
- Mar 28, 2024Adviser's Form ADV
From SEC filings, not verified. This information is republished from the adviser's Form ADV (Schedule D, Section 7.B.(1)) in the SEC's public Form ADV data, which currently runs through filings made by Dec 26, 2024. Figures are as of the adviser's filing and may have changed since. It is not an offer, solicitation or recommendation, AltMountain has not reviewed the fund, and gross assets are not performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Congruent Swanda Partners, LLC
What is the minimum investment for Congruent Swanda Partners, LLC?
According to its adviser's Form ADV filed Mar 28, 2024, the minimum investment Congruent Swanda Partners, LLC accepts is $60,000.
Who can invest in Congruent Swanda Partners, LLC?
Congruent Swanda Partners, LLC is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1).
How large is Congruent Swanda Partners, LLC?
Its adviser reported $9,600,000 in gross assets on Form ADV filed Mar 28, 2024. Gross assets include borrowed money and are not the same as net assets or performance.
Who manages Congruent Swanda Partners, LLC?
Congruent Swanda Partners, LLC is advised by Congruent Investment Partners, LLC, based in Dallas, TX.