CONGRUENCE CAPITAL, PB LLC
Adviser information for CONGRUENCE CAPITAL, PB LLC last updated from Form ADV on March 4th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 802-129268 |
|---|---|
| SEC ERA File Number | 802-129268 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 328559 |
| Legal Entity Identifier | 254900C9XMML3M95DQ55 |
Principal Office
11111 SANTA MONICA BLVD.SUITE 630
LOS ANGELES
CA
United States
Monday - Friday, 7 AM - 4 PM
Tel: 213-757-8220, Fax: None
Chief Compliance Officer
JOSHUA NIP
CHIEF FINANCIAL OFFICER
11111 SANTA MONICA BLVD.
SUITE 630
LOS ANGELES
CA
United States
Tel:
424-533-0028
J***@********************M
(Full email address available in API data)
Industry Affiliates
| CONGRUENCE CAPITAL CORE FUND GP, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CONGRUENCE CAPITAL CORE FUND, L.P. | Hedge Fund | $65.1M | $1.0M | 15 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LI, HARVEY, HUAWEI | Individual | – | PARTNER | 09/2023 | 10-25% |
| NIP, JOSHUA, JOHN | Individual | – | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | 09/2023 | 5-10% |
| HOFF, BRETT, FREDERIC | Individual | – | CHIEF INVESTMENT OFFICER AND MANAGING PARTNER | 09/2023 | 50-75% |
| HART, MIKAYLA, HARMONY | Individual | – | PARTNER | 09/2023 | 10-25% |
| KRAMER, MARK, ROSENTHAL | Individual | – | PARTNER | 09/2023 | 5-10% |