Form D · Venture Capital Fund

SIP Congruent Co-Investment Fund I, LP

San Francisco, CA · CIK 0001780992

Offering snapshot reported Jul 8, 2019 · SEC filing

Reported sold: $500K
Investors reported: 1
Minimum accepted: $0
First sale: Jun 24, 2019

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jul 8, 2019	Initial	$500,000	No comparison	1	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: 021-343671

Source: Form D, filed Jul 8, 2019. 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

SIP CONGRUENT CO-INVESTMENT FUND I, LP

Investment adviser: CONGRUENT MANAGEMENT, LLC

Gross asset value: $3.27M
Beneficial owners: 1
ADV minimum commitment: $0

Reported in Form ADV on Mar 31, 2026. 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 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 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

HSBC BANK USA, N.A.
LEI 1IE8VN30JCEQV1H4R804

Filing source

Form ADV 2062403 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-7271008252

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
Llc Congruent Opportunity Gp	Director
Joshua Posamentier	Director
Abraham E. Yokell	Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

101 Mission St., Unit 805
San Francisco, CA, 94105