Congruence Capital, LLC

RIASEC RegisteredEst. 2025
Total AUM
$334M
Discretionary
$334M
100% of AUM
Avg account
$66.7M
Accounts
5
Employees
4
Advisory reps
5

Firm details

Headquarters
Los Angeles, California
CRD number
328559
Registered since
January 2, 2025
Custodians
MORGAN STANLEY & CO. LLC, GOLDMAN SACHS & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Other Investment Advisers52.56%
  • Pooled Investment Vehicles38.29%
  • Banking / Thrift Institutions9.15%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Congruence Capital, LLC is organized as an LLC and operates as a hedge-fund style adviser focused on institutional clients. The firm is SEC-registered (2025) and runs pooled investment vehicles while also providing portfolio management for businesses or institutions. Its stated business activities include serving as a CPO/CTA and acting as sponsor, general partner, or managing member of pooled vehicles. Fee arrangements combine a percentage-of-assets approach with performance-based fees. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

2 of 2
  • Brett Hoff

    Managing Partner and Chief Investment OfficerCRD 7813136

  • Joshua Nip

    Joshua Nip

    Chief Financial OfficerCRD 6025705

Contacts

3 of 3
  • Harvey Li

    Harvey Li

    PartnerCRD 6463762

  • Mark Kramer

    PartnerCRD 7813143

  • Mikayla Hart

    Mikayla Hart

    PartnerCRD 7813140

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
11111 Santa Monica Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth