# Congruence Capital, LLC

> Congruence Capital, LLC is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.

- CRD: 328559
- Filed as: CONGRUENCE CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328559
- AdvisorCensus page: https://advisorcensus.com/firm/congruence-capital-llc-los-angeles-ca-328559

## Quick answers

**How is Congruence Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Congruence Capital, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Congruence Capital, LLC located?**
Congruence Capital, LLC's principal office is in Los Angeles, CA, according to its Form ADV.

**Is Congruence Capital, LLC registered with the SEC or a state?**
Congruence Capital, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 328559.

**How much does Congruence Capital, LLC manage?**
Congruence Capital, LLC reports $333,540,014 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary).

**How have Congruence Capital, LLC's assets and staff changed since 2024?**
In the Form ADV data for Congruence Capital, LLC: Regulatory assets under management: $124,336,929 in the October 2025 data and $333,540,014 in the October 2026 data, up 168%. Total employees: 5 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Congruence Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: banking or thrift institutions (1); pooled investment vehicles (other than investment companies and business development companies) (1); other investment advisers (1).

**Which custodians does Congruence Capital, LLC use?**
Congruence Capital, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Goldman Sachs & Co. LLC and Morgan Stanley & Co. LLC as custodians holding 10% or more of its separately managed account assets.

**Does Congruence Capital, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/328559

**What changed in Congruence Capital, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $124,336,929 to $333,540,014 (+168%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Goldman Sachs & Co. LLC
- Morgan Stanley & Co. LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $333,540,014
- Discretionary: $333,540,014
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Banking or thrift institutions | 1 | $30,511,331 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $127,723,877 |
| Other investment advisers | 1 | $175,304,806 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- congruencecapital.com
- LinkedIn @congruencecapital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | Not reported | Not reported | March 4, 2024 |
| October 2025 | $124,336,929 | 5 | May 19, 2025 |
| October 2026 | $333,540,014 | 4 | April 1, 2026 |

Regulatory assets under management: $124,336,929 in the October 2025 data and $333,540,014 in the October 2026 data, up 168%.
Total employees: 5 in October 2025 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $124,336,929 to $333,540,014 (+168%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Congruence Capital, LLC (CRD 328559): Form ADV filing data as of October 2026.