Managing Partner and Portfolio Manager · Congruence Capital, LLC
Brett F. Hoff
CRD 7813136 · Named on Form ADV at one SEC-registered adviser
At a glance
Congruence Capital, LLC, an SEC-registered asset manager based in LOS Angeles, CA with $334 million in regulatory assets, lists Brett F. Hoff on its Form ADV as Managing Partner and Portfolio Manager, a control person.
Firms and roles
- Congruence Capital, LLCManaging Partner and Portfolio ManagerAsset manager · LOS Angeles, CA · $334M in regulatory assets
AtlasMembers
Brett’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- Joshua J. NipChief Financial Officer and Chief Compliance Officer, Congruence Capital, LLC
- Harvey H. LiPartner, Congruence Capital, LLC
- Mikayla H. HartPartner, Congruence Capital, LLC
- Mark R. KramerPartner, Congruence Capital, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brett’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.