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CONGRESS ASSET MANAGEMENT COMPANY, LLP
CRD 105161 · SEC 801-23386
2 SEAPORT LANE, BOSTON, MA, 02210-2001, United States
Phone
617-428-4300
Fax
617-428-4399
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$14.20B
Discretionary AUM
$14.20B
Team
79 total employees; 28 advisory reps; 25 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Partnership
Filing date
2026-03-17
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6408 | $2.42B |
| High net worth individuals | 1611 | $4.40B |
| Investment companies | 8 | $4.27B |
| Pooled investment vehicles | 3 | $52.4M |
| Pension/profit sharing plans | 49 | $1.33B |
| Charitable organizations | 94 | $920.9M |
| State/municipal entities | 5 | $531.6M |
| Insurance companies | 3 | $49.0M |
| Corporations/business entities | 131 | $224.7M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD