CONGRUENCE CAPITAL, LLC
  • CONGRUENCE CAPITAL, LLC
  • CONGRUENCE CAPITAL, PB LLC

Adviser Profile

As of Date 04/01/2026
Registration SEC, Approved, 01/02/2025
Other registrations (4)
Former registrations

CONGRUENCE CAPITAL, PB LLC

ADV Location LOS ANGELES, CA, United States
Contact Info 213 xxxxxxx
Websites
AUM* 333,540,014 168%
of that, discretionary 333,540,014 168%
Number of Employees 4 -20%
of those in investment advisory functions 3
Private Fund GAV* 127,723,877 43%
Avg Account Size 66,708,003 7%
SMA’s No
Private Funds 1

Adviser Type

- Large advisory firm

Client Types

- Banking or thrift institutions
- Pooled investment vehicles
- Other investment advisers

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

334M 286M 238M 191M 143M 95M 48M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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