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CONGRUENCE CAPITAL, LLC
CRD 328559 · SEC 801-131703
11111 SANTA MONICA BLVD., SUITE 630, LOS ANGELES, CA, 90025, United States
Phone
213-757-8205
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$333.5M
Discretionary AUM
$333.5M
Team
4 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Banking/thrift institutions | 1 | $30.5M |
| Pooled investment vehicles | 1 | $127.7M |
| Other investment advisers | 1 | $175.3M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD