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CONGRESS PARK CAPITAL LLC
CRD 150309 · SEC 801-70181
57 PHILA STREET, SARATOGA SPRINGS, NY, 12866, United States
Phone
(518) 339-4335
Fax
(518) 691-8086
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$422.3M
Discretionary AUM
$422.3M
Team
4 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 83 | $20.9M |
| High net worth individuals | 62 | $382.9M |
States served
MA, NY, NC, PA, WA, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD