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| Happy Holidays!! thanks for using AUM13F!! |
| Congruence Capital PB LLC
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|---|---|
| CRD # | 328559 |
| SEC # | 801-131703 |
| CIK # | |
| AUM | $124.3 M (2025-05-19) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 213-757-8220 |
| Address | 11111 Santa Monica Blvd Los Angeles, CA 90025 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Congruence Capital Core Fund LP | [2023-11-27] | 53.4 | 89.3 |
| 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 | 35.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 89.3 |
| (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 | 0 | 0.0 |
| (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 | 2 | 124.3 |
| By Discretionary | ||
| Discretionary | 2 | 124.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 124.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 124.3 | |
| Total | 2 | 124.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Joshua Nip | 2 | ||
| Brett Hoff | 1 |
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|---|---|---|
|
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✚
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NY | 0.1 |
|
AWH Capital LP
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TX | 0.1 |
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CA | 0.1 |
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CA | 0.1 |
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Galileo Investment Management LLC
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✚
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NY | 0.1 |
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Coast Capital Management LP
✚
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NY | 0.1 |
|
Sephira Investment Advisors UK Limited
✚
|
0.1 | |
|
Lexington Capital Management LP
✚
|
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