Congruence Capital, LLC
Congruence Capital, LLC is an SEC-registered asset manager in Los Angeles, CA with $333.5M assets under management (AUM, regulatory AUM), +168% over one year. See who owns Congruence Capital, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328559, SEC 801-131703, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $333.5M (2026-04-01)
- Firm type
- Asset Manager
- Location
- Los Angeles, CA
- Employees
- 4
- Clients
- 2
- CRD
- 328559
- Ownership
- NIP, JOSHUA, JOHN; HOFF, BRETT, FREDERIC; HART, MIKAYLA, HARMONY; LI, HARVEY, HUAWEI; KRAMER, MARK, ROSENTHAL
How much AUM does Congruence Capital, LLC have?
Congruence Capital, LLC reported $333.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Congruence Capital, LLC?
Disclosed owners and executives of Congruence Capital, LLC include NIP, JOSHUA, JOHN, HOFF, BRETT, FREDERIC, HART, MIKAYLA, HARMONY, LI, HARVEY, HUAWEI, KRAMER, MARK, ROSENTHAL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.