CONGRUENCE CAPITAL, LLC

RIASEC RegisteredEst. 2025

Total AUM

$334M

Discretionary

$334M

100% of AUM

Avg account

$66.7M

Accounts

Employees

Advisory reps

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

FINTRX

Overview

Congruence Capital, LLC is an LLC-structured hedge fund that serves institutional clients. The firm is SEC-registered (registration year listed as 2025) and is owned by an individual proprietor. Its business model includes acting as a commodity pool operator/CTA and sponsoring or serving as GP/managing member of pooled investment vehicles. Advisory activities focus on portfolio management for pooled investment vehicles and for businesses or institutions. The firm charges a combination of asset-based fees and performance fees and is not characterized as an active ESG investor or a multi-state adviser.