|
⚲
|
| Congruence Capital LLC
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|
|
|---|---|
| CRD # | 328559 |
| SEC # | 801-131703 |
| CIK # | 0002085569 |
| AUM | $333.5 M (2026-04-01) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 213-757-8205 |
| Address | 11111 Santa Monica Blvd Los Angeles, CA 90025 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| ESCO Technologies Inc | 23.6 | ||
| Sensata Technologies Holding NV | 20.6 | ||
| Enpro Industries Inc | 19.7 | ||
| Crane Co | 19.5 | ||
| Federal Signal Corp /DE/ | 19.4 | ||
| Griffon Corp | 18.2 | ||
| Timken Co | 16.0 | ||
| Greenbrier Companies Inc | 15.2 | ||
| Balchem Corp | 14.9 | ||
| IDEX Corp /DE/ | 14.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Congruence Capital Core Fund LP | [2023-11-27] | 65.4 | 127.7 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 1 | 30.5 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 127.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 175.3 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5 | 333.5 |
| By Discretionary | ||
| Discretionary | 5 | 333.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 333.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 333.5 | |
| Total | 5 | 333.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Joshua Nip | 2 | 2 | ||
| Brett Hoff | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002085569] |
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