Form D · Venture Capital Fund

Shell Congruent Co-Investment Fund I, LP

San Francisco, CA · CIK 0001760006

Offering snapshot reported Dec 3, 2018 · SEC filing

Reported sold: Yet to sell
Investors reported: 0
Minimum accepted: $0
First sale: Yet to occur

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Dec 3, 2018	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.1, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-327062

Source: Form D, filed Dec 3, 2018. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

SHELL CONGRUENT CO-INVESTMENT FUND I, LP

Investment adviser: CONGRUENT MANAGEMENT, LLC

Gross asset value: $950
Beneficial owners: 1
ADV minimum commitment: $0

Reported in Form ADV on Mar 31, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ADURO ADVISORS, LLC DENVER, Colorado, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Custodian CITY NATIONAL BANK LOS ANGELES, California, United States Related to adviser: No

Custodian ESHARES INC DBA CARTA INC. SAN FRANCISCO, California, United States Related to adviser: No

Custodian HSBC BANK USA, N.A. SAN FRANCISCO, California, United States Related to adviser: No

Custodian MORGAN STANLEY PRIVATE BANK, N.A. NEW YORK, New York, United States Related to adviser: No

Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

CITY NATIONAL BANK
LEI 593C3GZG957YOJPS2Z63

HSBC BANK USA, N.A.
LEI 1IE8VN30JCEQV1H4R804

MORGAN STANLEY PRIVATE BANK, N.A.
LEI 549300GS0W0TEUQS8571

Filing source

Form ADV 1943133 · Mar 31, 2025 · Schedule D 7.B.(1), fund 805-8834742905

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
N/A Congruent Opportunity Gp, Llc	Director
Joshua Posamentier	Director
Abraham Yokell	Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

101 Mission Street, Suite 805
San Francisco, CA, 94105