Congruence Capital, LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 328559
- Registered since
- January 2, 2025
- Custodians
- MORGAN STANLEY & CO. LLC, GOLDMAN SACHS & CO. LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Other Investment Advisers52.56%
- Pooled Investment Vehicles38.29%
- Banking / Thrift Institutions9.15%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Congruence Capital, LLC is organized as an LLC and operates as a hedge-fund style adviser focused on institutional clients. The firm is SEC-registered (2025) and runs pooled investment vehicles while also providing portfolio management for businesses or institutions. Its stated business activities include serving as a CPO/CTA and acting as sponsor, general partner, or managing member of pooled vehicles. Fee arrangements combine a percentage-of-assets approach with performance-based fees. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
2 of 2Brett Hoff
Managing Partner and Chief Investment OfficerCRD 7813136

Joshua Nip
Chief Financial OfficerCRD 6025705
Contacts
3 of 3
Harvey Li
PartnerCRD 6463762
Mark Kramer
PartnerCRD 7813143

Mikayla Hart
PartnerCRD 7813140
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 11111 Santa Monica Blvd
- Time zone
- PT (UTC-8)
- Office locations
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