Mar 31, 2019 congruent investment partners, llc is an sec registered investment adviser ria. Mountain hill investment partners was founded in 2006 by andrew j. In 2018, he assumed the role of president and ceo, as part of a planned tranistion of ownership from the founder, david carter. If you are in any doubt about the contents of this prospectus you should contact your stockbroker, bank manager, solicitor, accountant or other professional adviser immediately. The company brings a unique approach to the business that places marketing, manufacturing, treasury, financing and risk mitigation all on one wellbalanced team. With us, investors can gain access to more sources of return, broader investment capabilities, considered risk management and deeper investment insights. Masseys leadership, congruent has invested across the capital structure and in diverse industries. Preston laas massey congruent investment partners, llc. Congruent investment partners, llc is a north american private investment firm based in dallas, texas, primarily focused on making debt and equity investments in lower middle market companies. David is a cfa charterholder, holds a bachelor of commerce from the university of auckland in finance and economics, a graduate diploma in applied. Killebrew worked at highland capital management, culminating as cohead of hedge fund accounting.
You can view more information on cape ann asset management including private fund info, contact info, top management and executives, website, email addresses, and more below. The figures regarding investment staff do not include support staff and other employees. Congruent investment partners, llc is a hedge fund based in dallas, tx. Cary joined carter asset management in 2005 as an investment advisor and financial planner. Congruent investment partners is creative and nimble in its investment approach.
Carter asset management 242 beech stabilene, tx 79601office. Whether providing mezzanine loans to assetlight operating companies, debt and equity capital for management buyouts, or growth capital for recurring revenue businesses, congruent has the flexibility to provide thoughtful solutions throughout the capital structure. Cape ann asset management fund and executive details. View form advs for this sec registered investment adviser and thousands more using predictiveops. The council brings together industry leaders from across the global asset management community. Congruent investment partners, llc is a north american private investment firm based in dallas, texas, primarily focused on making debt and equity. Contact katana asset management today to learn more about us and to register your interest in investing in australian equities. Congruent manages capital in longterm private funds and through separate accounts, with an investor base comprising foundations, endowments, pension funds, insurance companies, and high net worth individuals. Wellington management has a significant presence and longterm track record in nearly all sectors of the global securities markets. Waikato regional council is responsible for flood protection under the soil conservation and flood protection act 1941 and the public works act 1981. We advise investors on asset allocation, security selection, investment strategies and structures and provide expert advice across asset classes including fixed income, equities, derivatives and currencies globally. Palmerston capital management llp is a creditfocused alternative asset manager. We invest in strong operating companies across industries to facilitate growth, acquisitions, recapitalizations, buyouts and.
Cape ann asset management is a alternative asset management company based in london, united kingdom. With our near 30 years of property and investment asset management, you can be assured of real commercial outcomes for your assets by employing guideline. This experience provides for a better understanding of the daytoday challenges and opportunities that management teams and business owners face, and it helps congruent in structuring the optimal capital solution for a company to achieve its objectives. At congruent, he focuses on all areas of the firm and serves as a board member or observer to several portfolio companies. We invest in strong operating companies across industries to facilitate growth, acquisitions, recapitalizations, buyouts and other significant capital transactions. Triangle 21 southampton row london wc1b 5ha united kingdom tel. The address of the businesss registered office is at the axa tower building. The business principal activity is in traditionallongonly assetportfolio management.
Davids last 11 years were based in london as investment adviser with royal bank of canada wealth management and prior to that with craigs investment partners and axa financial services in nz. Congruent investment partners, llc is a leading north american alternative asset management firm, primarily focused on making debt and equity investments in middle market companies. The business current operating status is live and has been operating for 9 years 308 days. The asset management council ltd is a non profit organisation committed to the promotion and education of optimal asset management practices in industrial, commercial, academic and government organisations. Preston is managing member and has served as managing member since 03012009. Cape ann asset management financial services firm, london. Contact cape ann asset management or view cape ann asset managements ratings, investment advice, financial planning and insurance services, and get detailed information on their fees, advisors, licenses and history. Preston massey has an ownership stake in congruent investment partners, llc of between 50% and 75%. Congruent investment partners, llc is an sec registered investment adviser ria. Mar 31, 2017 overview congruent investment partners, llc is a hedge fund based in dallas, tx. The asset management capability model 2 the capability delivery model illustrates the relationships between.
Massey cofounded congruent investment partners, llc in early 2009 to opportunistically invest in credit. The difference sound negotiations can play in improved long term investment returns is often overlooked or underperformed in the property acquisition exercise. Congruent manages capital in longterm private funds and through separate accounts, with an investor base comprising leading foundations, endowments. Congruent was founded in 2009 by two entrepreneurs who built the firm from the ground up.
Demand management systems engineering configuration management acquisition operations and maintenance continuous improvement its function is to provide guidance for using the asset management system, developing an asset management system. Lidji served in various roles at lone star funds where he worked on buyout transactions, distressed debt, and par lending opportunities. The group will be an informal subgroup of cabinet responsible for providing strategic direction on property matters and optimising the. Congruent investment partners, llc private fund manager. Partners and corporate members asset management council. Congruent investment partners, llc is a north american asset management firm, making debt and equity investments in middle market companies. Ashburton global investment funds limited 1 gifl prospectus ashburton global investment funds limited formerly rmb private bank global investment funds limited. Kaiser an accomplished wall street executive with 30 years of experience in managing assets and advising high net worth families, charitable organizations, corporations, family offices, and hedge funds. Cutter associates investment management council is an exclusive, membersonly event designed specifically for operations and technology professionals. The firm last filed a form d notice of exempt offering of securities on 20150603.
Aureus asset management is an independent investment firm founded in 2005 to address the key financial challenges facing individuals, families and organizations today. Congruent investment partners is a private investment firm, primarily focused on making debt and equity investments in lower middle market companies. Lidji joined congruent investment partners, llc in 2015, where he focuses on business development and investment underwriting. The business current operating status is live with registered address at axa tower. We manage multimillion dollar systems that protect communities, schools, roads, farms and other vital resource, keeping land draining freely in specific geographic areas where schemes have been. Tatton asset managements discretionary fund management business has over. When it comes to asset management capabilities, the stony point group offers more than just finance experience. Atarapas investments is based out of west hartford. The firm takes its name from cantabrigia, the medieval latin name for cambridge. We extend our understanding of asset classes, geographies, and portfolio. Cantab capital partners is a hedge fund based in cambridge, england, cofounded by dr. The aureus asset management team brings considerable expertise in contemporary wealth management. Pwc s asia pacific market research centre a bespoke onestopshop for market research the pwc market research centre is a multipurpose entity composed of analysts and experts who assist asset and wealth managers and service providers from concept to operational readiness, and provide continual support for ongoing activities. Cinda international asset management limited ciam is a financial institution established in 1993 which is a wholly owned subsidiary of cinda international holdings limited.
Based in london, the firm was established in 20 by a team of experienced market professionals and launched the palmerston credit fund in january 2014. Ncedani investments pty ltd phone and map of address. Mountain hill investment partners asset management. View profile view profile badges view similar profiles. Contact canterbury investment management, llc or view canterbury investment management, llcs ratings, investment advice, financial planning and insurance services, and get detailed information on their fees, advisors, licenses and history, and ask one of our 2 advisors a question. Contact cape ann asset management or view cape ann asset managements ratings, investment advice, financial planning and insurance services, and get detailed information on. Aum is aucklands new year family camping music festival, showcasing arts, workshops, yoga, and music all hosted at a beautiful location near auckland. He founded carter asset management in 1997 as the demand for independent investment advice and financial planning services grew out of his public accounting practice. Jun 23, 2010 perennial singapore asset management pte. Cantab operates quantitative funds using computer models to drive investment decisions.
Castle ridge investment management is based out of greenwich. Triangle assets is a strategic real estate investment organization active in ownership and operation of over one million square feet of select office, residential and mixeduse properties in the new york city market. Our mission is to create a broad awareness of the value of asset management, nurture a common understanding of asset management, and provide a portal to asset management knowledge. Tracing our history back to 1928, we are a globally integrated firm serving a wide range of. Congruent was comfortable with the investment due to the recurring revenue dynamics, growing population in the companys local market area, and the sponsors equity thesis. Congruent s strong investor base and longterm capital make it an excellent financial partner for businesses in need of alternative solutions.
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