Congruence Capital, Llc
11111 SANTA MONICA BLVD., Los Angeles, California 90025
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
Based on SEC filings, this firm does not sell insurance, operate as a broker-dealer, or offer proprietary products.
Fee Structure
Detailed Fee Schedule
varies, but typically, each investor in the Fund pays Congruence a quarterly management fee of 0.375% of the net asset value of that investor’s Fund interest (approximately 1.5% annually) and pays CCCFGP an incentive allocation of 20% of the increase in the net asset value of an investor’s capital
Source: Form ADV Part 2 BrochureCompensation Transparency
Based on SEC filings, this firm is compensated exclusively through client fees. No additional revenue from insurance sales, brokerage commissions, or proprietary products was disclosed.