The CONGRUENCE CAPITAL PB is a privately held investment adviser that advises $333.54mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. CONGRUENCE CAPITAL PB is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 412.23% over the last 2-years.
The Group has been registered with the SEC for 2.68 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 11111 SANTA MONICA BLVD. SUITE 630, LOS ANGELES, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 4 employees comprised of 3 investment and 1 non-investment staff. The total number of Employees decreased by 20% over the last 2-years.
Their $333.54mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 2 other accounts. Assets of Other Investment Advisers clients own $175.3mn or 52.56% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $127.72mn or 38.29% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 3 types of clients, top clients are Other Investment Advisers and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 2 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
CONGRUENCE CAPITAL PB names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.