Filings
1
Total offered
$3.5M
Total sold
$3.5M
Activity
2025-12-19
through 2025-12-19
through 2025-12-19
Contact info
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Likely investment adviser (not guaranteed)
Best-effort name match against Form ADV. Click through for AUM, employees, and disciplinary disclosures.
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CONGRUENT INVESTMENT PARTNERS, LLC
medium CRD 801-74184
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CM INVESTMENT PARTNERS LLC
medium CRD 801-78877
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INVESTMENT PARTNERS LTD
medium CRD 801-55069
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PARTNERS CAPITAL INVESTMENT GROUP, LLP
medium CRD 801-61234
Form D filings (1)
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0002100596-25-000001D · 2025-12-19 · OtherOffering: $3,500,000Sold: $3,500,000