PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:48 AM ET

Sponsor Check › Sponsor group

C

Congruent

One sponsor team, 16 deal companies · Oakland, CA

Grouped because: 2 shared people, 6 shared management entities, same business address (12 issuers), similar issuer names (16) (automatic match from the filings) · not the same sponsor?

16deal companies
$326.5Mreported sold
47investors
20Form D filings
2017–2026active
3new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Jul 15, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Congruent is a sponsor group of 16 issuers that PartnerFacts links to one sponsor (shared people, shared management entity, same business address, similar issuer names; automatic match from the filings), filing 20 Form D filings between Jan 2017 and Jul 2026.

What this means One team, 16 deal companies, about 9 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $326.5M to 47 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (16). Issuers are based in CA (16).

What this means $326.5M raised across the group, about $6.95M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Joshua Posamentier (16 issuers, executive officer and director), Abraham Yokell (13 issuers, director), Congruent Ventures III GP, LLC (3 issuers, director, entity), Congruent Cosine GP I, LLC (2 issuers, director, entity), Congruent Opportunity A GP, LLC (2 issuers, director, entity) and 6 more.

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 3 new offerings in the last 12 months; latest filing Jul 15, 2026.

What this means Busy — still raising money this year.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CT, DE, FINRA, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, OK, OR, PA, RI, SC, SD, TN, TX, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — none found.

What this means Nothing turned up where we looked (4 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared 20 public filings for Congruent and found 12 differences, 1 worth asking the sponsor about: Congruent includes 5 deals that stopped filing before reaching their target; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Congruent has not run yet — it is joining a line of 27,815 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: VA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Congruent..

State securities regulators: Securities regulators searched (3,318 actions): AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for CO, FL, IA, IN, MN, NE, NJ, NY, OH, UT, VA (see docs/state-regulators.md).

3. Bankruptcies

None found in sources searched — federal bankruptcy courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

12 differences found between the filings for Congruent — 1 worth asking about (compared 20 filings on Oct 24, 2026)

Worth asking · Jan 26, 2017 – Oct 31, 2023

Congruent includes 5 deals that stopped filing before reaching their target

Congruent Ventures III, LP (last filing Oct 31, 2023; $0 sold of $250,000,000); Congruent Continuity Fund I, LP (last filing Feb 23, 2022; $0 sold of $300,000,000); Shell Congruent Co-Investment Fund I, LP (last filing Dec 3, 2018; $0 sold of $4,000,000); Congruent Opportunity Fund I, LP (last filing Jun 30, 2017; $0 sold of $20,000,000); Congruent Follow-on Fund I, LP (last filing Jan 26, 2017; $0 sold of $50,000,000). Each has no filing in more than two years and reported under half its target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

Congruent Ventures III, LP — PartnerFacts page ↗Congruent Continuity Fund I, LP — PartnerFacts page ↗Shell Congruent Co-Investment Fund I, LP — PartnerFacts page ↗Congruent Opportunity Fund I, LP — PartnerFacts page ↗
Sources
Note · Oct 31, 2023

27 other issuers file from the same address — Congruent Ventures III, LP

The address on file, 201 Mission St Suite 650, San Francisco, CA, is used by 28 issuers in our index across 11 sponsor groups; 27 are outside this group. It is on our registered-agent / shared-office list (28 issuers in 18 unrelated clusters).

What this means Many unrelated companies file from this address. Often a registered agent or a fund administrator; sometimes a shared office. Ask where the team actually works.

Congruent Ventures III, LP — PartnerFacts page ↗EDGAR filer page · Congruent Ventures III, LP ↗
Sources
Note · Dec 3, 2018 – Jul 8, 2019

47 other issuers file from the same address — 3 member issuers (Shell Congruent Co-Investment Fund I, LP; 2040 Congruent Co-Investment Fund I, LP; SIP Congruent Co-Investment Fund I, LP)

The address on file, 101 Mission Street, Suite 805, San Francisco, CA, is used by 50 issuers in our index across 15 sponsor groups; 47 are outside this group. It is on our registered-agent / shared-office list (51 issuers in 30 unrelated clusters).

What this means Many unrelated companies file from this address. Often a registered agent or a fund administrator; sometimes a shared office. Ask where the team actually works.

Shell Congruent Co-Investment Fund I, LP — PartnerFacts page ↗2040 Congruent Co-Investment Fund I, LP — PartnerFacts page ↗SIP Congruent Co-Investment Fund I, LP — PartnerFacts page ↗EDGAR filer page · Shell Congruent Co-Investment Fund I, LP ↗
Sources
Note · Jan 7, 2026 – Jan 30, 2026

Form D filed 23 days after the first sale — Congruent Coefficient Beta, a series of Congruent Coefficient Fund, LP

The filing says the first sale was Jan 7, 2026. The Form D was filed Jan 30, 2026 — 23 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 8 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Jan 30, 2026 ↗Congruent Coefficient Beta, a series of Congruent Coefficient Fund, LP — PartnerFacts page ↗
Sources
Note · Mar 13, 2020 – Mar 12, 2021

No amendment in the last 12 months on an offering that may still be open — Congruent Ventures II, LP (latest filing Mar 12, 2021)

The latest filing for this offering is dated Mar 12, 2021 (first sale Mar 13, 2020). It reports $152,040,816 sold of $175,000,000 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · Mar 12, 2021 ↗Congruent Ventures II, LP — PartnerFacts page ↗
Sources
Note · Jan 30, 2017 – Jan 29, 2018

No amendment in the last 12 months on an offering that may still be open — Congruent Ventures I, LP (latest filing Jan 29, 2018)

The latest filing for this offering is dated Jan 29, 2018 (first sale Jan 30, 2017). It reports $37,000,000 sold of $50,000,000 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · Jan 29, 2018 ↗Congruent Ventures I, LP — PartnerFacts page ↗
Sources
Note · Mar 12, 2020 – Mar 12, 2021

Offering amount changed between filings — Congruent Ventures II, LP

The Mar 12, 2020 filing says $125,000,000 offered; the Mar 12, 2021 Form D/A says $175,000,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D (earlier) · Mar 12, 2020 ↗Form D/A (later) · Mar 12, 2021 ↗Congruent Ventures II, LP — PartnerFacts page ↗
Sources
Note · Jan 26, 2017 – Jul 8, 2019

Abraham Yokell is written 2 different ways on the filings

listed as "Abraham Yokell" on 15 filings (from Jan 26, 2017), and "Abraham E. Yokell" on 2 filings (from Jul 8, 2019).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Jan 26, 2017 ↗Form D · Jul 8, 2019 ↗Abraham Yokell — PartnerFacts page ↗
Sources
Note · Mar 12, 2020 – Mar 12, 2021

Address moved from San Francisco, CA to Oakland, CA — Congruent Ventures II, LP

The people listed on the Mar 12, 2020 filing give San Francisco, CA; on the Mar 12, 2021 filing they give Oakland, CA.

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Form D · Mar 12, 2020 ↗Form D/A · Mar 12, 2021 ↗Congruent Ventures II, LP — PartnerFacts page ↗
Sources
Note · Dec 3, 2018 – Oct 31, 2023

4 issuers use a registered-agent or shared-office address

Address on file is a registered agent / shared office — Congruent Ventures III, LP · Address on file is a registered agent / shared office — SIP Congruent Co-Investment Fund I, LP · Address on file is a registered agent / shared office — 2040 Congruent Co-Investment Fund I, LP · Address on file is a registered agent / shared office — Shell Congruent Co-Investment Fund I, LP

What this means A registered agent's address is a mailbox, not where the team works. Ask where the business operates.

Form D · Oct 31, 2023 ↗Congruent Ventures III, LP — PartnerFacts page ↗Form D · Jul 8, 2019 ↗SIP Congruent Co-Investment Fund I, LP — PartnerFacts page ↗
Sources
Note · Oct 31, 2023

Issuer used a different name before — Congruent Ventures III, LP

SEC records list prior names for this filer: Congruent Ventures III, LP.. The current name on file is "Congruent Ventures III, LP".

What this means A name change is normal, but your documents may show the old name. Match the CIK, not just the name.

EDGAR filer page ↗Congruent Ventures III, LP — PartnerFacts page ↗
Sources
Note · Mar 12, 2020 – Mar 12, 2021

Issuer used a different name before — Congruent Ventures II, LP

SEC records list prior names for this filer: Congruent Ventures II, L.P.. The current name on file is "Congruent Ventures II, LP".

What this means A name change is normal, but your documents may show the old name. Match the CIK, not just the name.

EDGAR filer page ↗Congruent Ventures II, LP — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

0 of 18 offerings report sales commissions; 0 report finder's fees; 2 report proceeds to related persons totalling $16,000. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jul 15, 2026 D
Congruent Coefficient Gamma, a series of Congruent Coefficient Fund LP
File 021-590807
$0$0$8,000 (est.)
This amount represents estimated administrative and organizational expenses of the fund.
None listed on this filingEDGAR ↗
Jan 30, 2026 D
Congruent Coefficient Beta, a series of Congruent Coefficient Fund, LP
File 021-571766
$0$0$8,000 (est.)
This amount represents estimated administrative and organizational expenses of the fund.
None listed on this filingEDGAR ↗
Dec 18, 2025 D
Congruent Coefficient Alpha, a series of Congruent Coefficient Fund, LP
File 021-567426
$0$0$0 (est.)None listed on this filingEDGAR ↗
Sep 5, 2024 D
Congruent Cosine Fund I, LP
File 021-523307
$0$0$0None listed on this filingEDGAR ↗
Feb 7, 2024 D
Congruent Cosine Fund II, LP
File 021-504569
$0$0$0
The Issuer?s General Partner (or its designee) is entitled to an administrative fee payable by the Issuer.
None listed on this filingEDGAR ↗
Oct 31, 2023 D
Congruent Ventures III, LP
File 021-496219
$0$0$0
The General Partner of the Issuer (or an affiliate thereof) is entitled to a management fee.
None listed on this filingEDGAR ↗
Sep 26, 2023 D
Congruent Opportunity Fund B, LLC
File 021-493043
$0$0$0
The General Partner of the Issuer (or an affiliate thereof) is entitled to a management fee.
None listed on this filingEDGAR ↗
Feb 3, 2023 D
Congruent Cosine Fund I, LP
File 021-472620
$0$0$0
The Issuer's General Partner (or its designee) is entitled to a management fee payable by the Issuer.
None listed on this filingEDGAR ↗
Jul 22, 2022 D
Congruent Opportunity Fund B, LLC
File 021-453331
$0$0$0
The General Partner of the Issuer (or an affiliate thereof) is entitled to a management fee.
None listed on this filingEDGAR ↗
Feb 23, 2022 D
Congruent Continuity Fund I, LP
File 021-434626
$0$0$0
The Issuer's General Partner (or its designee) is entitled to a management fee payable by the Issuer.
None listed on this filingEDGAR ↗
Jun 29, 2021 D
Congruent Opportunity Fund A, LLC
File 021-404489
$0$0$0
The Manager of the Issuer (or an affiliate thereof) is entitled to a management fee.
None listed on this filingEDGAR ↗
Mar 12, 2021 D/A
Congruent Ventures II, LP
File 021-362722
$0$0$0
The General Partner of the Issuer (or an affiliate thereof) is entitled to a management fee.
None listed on this filingEDGAR ↗
Jul 8, 2019 D
2040 Congruent Co-Investment Fund I, LP
File 021-343668
$0$0$0None listed on this filingEDGAR ↗
Jul 8, 2019 D
SIP Congruent Co-Investment Fund I, LP
File 021-343671
$0$0$0None listed on this filingEDGAR ↗
Dec 3, 2018 D
Shell Congruent Co-Investment Fund I, LP
File 021-327062
$0$0$0None listed on this filingEDGAR ↗
Jan 29, 2018 D/A
Congruent Ventures I, LP
File 021-279387
$0$0$0
The General Partner (or an affiliate thereof) is entitled to a management fee.
None listed on this filingEDGAR ↗
Jun 30, 2017 D
Congruent Opportunity Fund I, LP
File 021-289875
$0$0$0
The General Partner (or an affiliate thereof) is entitled to a management fee.
None listed on this filingEDGAR ↗
Jan 26, 2017 D
Congruent Follow-on Fund I, LP
File 021-279388
$0$0$0
The General Partner (or an affiliate thereof) is entitled to a management fee.
None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 16 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 24, 2026, 7:46 AM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Congruent in the sources searched.

Not found in sources searched as of Oct 24, 2026, 7:46 AM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Harris County TX (HCAD ownership rolls 2009–2026) — 909,255 records, loaded Oct 24, 2026, 7:46 AM ET; Dallas County TX (DCAD ownership roll 2026) — 173,688 records, loaded Oct 23, 2026, 8:58 PM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll) — 294,950 records, loaded Oct 23, 2026, 8:58 PM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2009–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership roll 2026); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed). Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, King County WA (loader ready; first load not finished), Cook County IL bulk pass (not finished; per-issuer lookups only so far), New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Harris County Appraisal District real_acct.txt Oct 24, 2026, 7:46 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗CV Congruent Ventures I, LPshared people, shared management entity, same business address, similar issuer namesOAKLAND, CAPooled Investment Fund2$37,000,000
offering $50,000,000 · similar: $155,000–$5,250,000
7
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2017–2018
EDGAR ↗CF Congruent Follow-on Fund I, LPshared people, shared management entity, same business address, similar issuer namesOAKLAND, CAPooled Investment Fund1$0
offering $50,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2017–2017
EDGAR ↗CO Congruent Opportunity Fund I, LPshared people, shared management entity, same business address, similar issuer namesOAKLAND, CAPooled Investment Fund1$0
offering $20,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2017–2017
EDGAR ↗SC Shell Congruent Co-Investment Fund I, LPshared people, shared management entity, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund1$0
offering $4,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2018
EDGAR ↗2C 2040 Congruent Co-Investment Fund I, LPshared people, shared management entity, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund1$500,000
offering $500,000 · similar: $155,000–$5,250,000
1
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2019
EDGAR ↗SC SIP Congruent Co-Investment Fund I, LPshared people, shared management entity, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund1$500,000
offering $500,000 · similar: $155,000–$5,250,000
1
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2019
EDGAR ↗CV Congruent Ventures II, LPshared people, same business address, similar issuer namesOAKLAND, CAPooled Investment Fund2$152,040,816
offering $175,000,000 · similar: $155,000–$5,250,000
25
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2020–2021
EDGAR ↗CO Congruent Opportunity Fund A, LLCshared people, shared management entity, same business address, similar issuer namesOAKLAND, CAPooled Investment Fund1$3,500,000
offering $3,500,000 · similar: $155,000–$5,250,000
3
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗CC Congruent Continuity Fund I, LPshared people, same business address, similar issuer namesOAKLAND, CAPooled Investment Fund1$0
offering $300,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗CO Congruent Opportunity Fund B, LLCshared people, shared management entity, same business address, similar issuer namesOAKLAND, CAPooled Investment Fund2$30,000,000
offering $2,306,873 · similar: $155,000–$5,250,000
2
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2023
EDGAR ↗CC Congruent Cosine Fund I, LPshared people, shared management entity, same business address, similar issuer namesOAKLAND, CAPooled Investment Fund2$85,000,000
offering $85,000,000 · similar: $155,000–$5,250,000
1
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2023–2024
EDGAR ↗CV Congruent Ventures III, LPshared people, shared management entity, similar issuer namesSan Francisco, CAPooled Investment Fund1$0
offering $250,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2023–2023
EDGAR ↗CC Congruent Cosine Fund II, LPshared people, shared management entity, same business address, similar issuer namesOAKLAND, CAPooled Investment Fund1$30,000,000
offering $30,000,000 · similar: $155,000–$5,250,000
1
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2024
EDGAR ↗CC Congruent Coefficient Alpha, a series of Congruent Coefficient Fund, LPshared people, shared management entity, same business address, similar issuer namesOakland, CAPooled Investment Fund1$5,055,000
offering $5,055,000 · similar: $155,000–$5,250,000
2
similar: 4–27
$1,011,000
similar: $1,000–$100,000
2025–2025
EDGAR ↗CC Congruent Coefficient Beta, a series of Congruent Coefficient Fund, LPshared people, shared management entity, same business address, similar issuer namesOakland, CAPooled Investment Fund1$4,061,000
offering $4,061,000 · similar: $155,000–$5,250,000
2
similar: 4–27
$1,015,250
similar: $1,000–$100,000
2026–2026
EDGAR ↗CC Congruent Coefficient Gamma, a series of Congruent Coefficient Fund LPshared people, same business address, similar issuer namesOAKLAND, CAPooled Investment Fund1$6,538,200
offering $6,538,200 · similar: $155,000–$5,250,000
2
similar: 4–27
$2,011,754
similar: $1,000–$100,000
2026–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Jul 15, 2026Congruent Coefficient Gamma, a series of Congruent Coefficient Fund LPDPooled Investment Fund$6,538,200$6,538,200
EDGAR ↗Jan 30, 2026Congruent Coefficient Beta, a series of Congruent Coefficient Fund, LPDPooled Investment Fund$4,061,000$4,061,000
EDGAR ↗Dec 18, 2025Congruent Coefficient Alpha, a series of Congruent Coefficient Fund, LPDPooled Investment Fund$5,055,000$5,055,000
EDGAR ↗Sep 5, 2024Congruent Cosine Fund I, LPDPooled Investment Fund$85,000,000$85,000,000
EDGAR ↗Feb 7, 2024Congruent Cosine Fund II, LPDPooled Investment Fund$30,000,000$30,000,000
EDGAR ↗Oct 31, 2023Congruent Ventures III, LPDPooled Investment Fund$250,000,000$0
EDGAR ↗Sep 26, 2023Congruent Opportunity Fund B, LLCDPooled Investment Fund$2,306,873$2,306,873
EDGAR ↗Feb 3, 2023Congruent Cosine Fund I, LPDPooled Investment Fund$15,000,000$15,000,000
EDGAR ↗Jul 22, 2022Congruent Opportunity Fund B, LLCDPooled Investment Fund$30,000,000$30,000,000
EDGAR ↗Feb 23, 2022Congruent Continuity Fund I, LPDPooled Investment Fund$300,000,000$0
EDGAR ↗Jun 29, 2021Congruent Opportunity Fund A, LLCDPooled Investment Fund$3,500,000$3,500,000
EDGAR ↗Mar 12, 2021Congruent Ventures II, LPD/APooled Investment Fund$175,000,000$152,040,816
EDGAR ↗Mar 12, 2020Congruent Ventures II, LPDPooled Investment Fund$125,000,000$0
EDGAR ↗Jul 8, 2019SIP Congruent Co-Investment Fund I, LPDPooled Investment Fund$500,000$500,000
EDGAR ↗Jul 8, 20192040 Congruent Co-Investment Fund I, LPDPooled Investment Fund$500,000$500,000
EDGAR ↗Dec 3, 2018Shell Congruent Co-Investment Fund I, LPDPooled Investment Fund$4,000,000$0
EDGAR ↗Jan 29, 2018Congruent Ventures I, LPD/APooled Investment Fund$50,000,000$37,000,000
EDGAR ↗Jun 30, 2017Congruent Opportunity Fund I, LPDPooled Investment Fund$20,000,000$0
EDGAR ↗Jan 26, 2017Congruent Follow-on Fund I, LPDPooled Investment Fund$50,000,000$0
EDGAR ↗Jan 26, 2017Congruent Ventures I, LPDPooled Investment Fund$50,000,000$0

Activity: 3 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Jul 15, 2026. Industry history, as reported on each offering's latest filing: All 18 offerings reported: Pooled Investment Fund (2017–2026).

People across the group

NameRolesIssuers hereFirst → last listed
JP Joshua PosamentierExecutive Officer, Director16Jan 26, 2017 → Jul 15, 2026
AY Abraham YokellDirector13Jan 26, 2017 → Sep 5, 2024
CV Congruent Ventures III GP, LLC entityDirector3Oct 31, 2023 → Jan 30, 2026
CC Congruent Cosine GP I, LLC entityDirector2Feb 3, 2023 → Sep 5, 2024
CO Congruent Opportunity A GP, LLC entityDirector2Jun 29, 2021 → Sep 26, 2023
EC E. Congruent Opportunity GP entityDirector2Jul 8, 2019 → Jul 8, 2019
CO Congruent Opportunity GP, LLC entityDirector2Jun 30, 2017 → Dec 3, 2018
CV Congruent Ventures GP, LLC entityDirector2Jan 26, 2017 → Jan 29, 2018
CC Congruent Coefficient GP, LLC entityDirector1Jul 15, 2026 → Jul 15, 2026
CC Congruent Continuity I GP, LLC entityDirector1Feb 23, 2022 → Feb 23, 2022
CV Congruent Ventures II GP, LLC entityDirector1Mar 12, 2020 → Mar 12, 2021

Adviser registration (Form ADV)

Searched SEC Form ADV bulk data (registered + exempt reporting advisers) (24,962 records as of Oct 2, 2026, 8:00 AM ET) — nothing matched Congruent.

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Congruent as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Congruent's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #196,606 of 374,652 in line (1,344 issuers searched so far). One-tap searches: Look further ↓

Export this report as PDF · Premium

Request diligence pack (Premium) PartnerFacts asks the sponsor for the standard information pack and delivers it to you labelled "provided by the sponsor".

Change history

No corrections have been requested for this page.

Request a correction

Free. Covers the grouping itself or any record shown here. Logged with status: received → under review → fixed / confirmed with source.

Sponsor response

Add a sourced explanation next to any fact. Reviewed before publishing.

Grouping is PartnerFacts' inference from public filings (shared related persons, management entities, business address). Everything else on this page is drawn from the filings themselves. Not the same sponsor? Request a correction.

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (outside the US (as filed: OAKLAND), CA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

LinkedIn companies ↗Instagram ↗X (Twitter) ↗Facebook ↗YouTube ↗Google ↗Google Images ↗Google News ↗Meta Ad Library ↗

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗California — find the county court ↗Los Angeles Superior Court case search ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

California Secretary of State business search ↗OpenCorporates ↗