CONGRUENT MANAGEMENT, LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 288096
- Registered since
- April 7, 2017
- Website
- congruentvc.com
Firm profile
FINTRXOverview
Congruent Management, LLC is an LLC that registered with the SEC in 2017 and is owned by an individual. The firm’s footprint is concentrated on sponsoring and managing pooled investment vehicles; its reported industry roles include serving as sponsor, general partner and managing member for those vehicles. It is not positioned as a capital allocator to external managers and is not identified as an active ESG investor. The firm is not catalogued as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser.
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2JOSHUA POSAMENTIER
Managing Partner and Co-FounderCRD 6773674
Abraham Yokell
Co-Founder and Managing PartnerCRD 6773676
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 201 Mission St
- Time zone
- PT (UTC-8)
- Office locations
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