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Building 2CONGRUENCE CAPITAL, LLC

Map pinLOS ANGELES, CA
Phone213-757-8205
NotebookSEC #801-131703
Total AUM
$333.5M
Employees
4
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11111 SANTA MONICA BLVD.
SUITE 630
LOS ANGELES
CA 90025
United States
Operating Hours
7 AM - 4 PM
Monday - Friday
Phone
213-757-8205

ReceiptFinancials

Total AUM
$333.5M
Accounts
5
Discretionary
$333.5M
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

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Banking Clients
1
AUM
$30.5M
Pooled Vehicle Clients
1
AUM
$127.7M
Investment Advisor Clients
1
AUM
$175.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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