RIA Intelligence

CONGRUENT MANAGEMENT, LLC

CRD #288096 SEC #802-110424 SAN FRANCISCO, CA 510-768-7482
State Registered Exempt Reporting Private Funds
Total AUM
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Discretionary
--
Employees
--
Clients
--
Accounts
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Firm Details

Organization Type
--
State of Formation
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Fiscal Year End
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Registration Date
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Latest Filing
Mar 31, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
POSAMENTIER, JOSHIMANAGING PARTNERD Control
POSAMENTIER, JOSHUAIMANAGING PARTNERD Control
POSAMENTIER, JOSHUAIMANAGING PARTNERD Control
POSAMENTIER, JOSHUAIMANAGING PARTNERD Control
POSAMENTIER, JOSHUAIMANAGING PARTNERD Control
POSAMENTIER, JOSHUAIMANAGING PARTNERD Control
POSAMENTIER, JOSHUAIMANAGING PARTNERD Control
POSAMENTIER, JOSHUAIMANAGING PARTNERD Control
POSAMENTIER, JOSHUAIMANAGING PARTNERD Control
Yokell, AbrahamIMANAGING PARTNERD Control
Yokell, AbrahamIMANAGING PARTNERD Control
Yokell, AbrahamIMANAGING PARTNERD Control
Yokell, AbrahamIMANAGING PARTNERD Control
Yokell, AbrahamIMANAGING PARTNERD Control
Yokell, AbrahamIMANAGING PARTNERD Control
Yokell, AbrahamIMANAGING PARTNERD Control
Yokell, AbrahamIMANAGING PARTNERD Control
Yokell, AbrahamIMANAGING PARTNERD Control

Registrations

Federal

ERA
Mar 31, 2025 REGISTERED

Address

201 MISSION ST.
SUITE 650
SAN FRANCISCO, CA 94105
United States
Phone: 510-768-7482