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CONGRUENCE CAPITAL, LLC

LOS ANGELES, CA · CRD 328559 · IAPD ↗ · congruencecapital.com · 213-757-8205

$333.5MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

58
April 2026 — CONGRUENCE CAPITAL, LLC reported RAUM up 168% ($124.3M -> $333.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
June 2025 — CONGRUENCE CAPITAL, PB LLC is now doing business as CONGRUENCE CAPITAL, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
46
April 2025 — CONGRUENCE CAPITAL, PB LLC reported RAUM up 32% ($94.4M -> $124.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
February 2025 — CONGRUENCE CAPITAL, PB LLC (LOS ANGELES, CA) is newly SEC-registered with $94.4M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.