Congress Asset Management Company, LLP

RIASEC RegisteredEst. 1985

Total AUM

$14.2B

Discretionary

$14.2B

100% of AUM

Avg account

$1.7M

Accounts

8,312

Employees

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 105161
Registered since: January 31, 1985
Website: www.congressasset.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI30.99%
Investment Companies30.08%
Individuals17.02%
Pension & Profit Sharing Plans9.39%
Charitable Organizations6.49%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Congress Asset Management Company, LLP is a long-established limited liability partnership that has been SEC-registered since 1985. The firm acts as a capital allocator for a mixed client base that includes individuals, families and institutional investors. It operates under a fee model that combines percentage-of-AUM charges with fixed fees, and it also has a registered‑representative relationship with a broker‑dealer. Advisory services span portfolio management for individuals and small businesses, pooled investment vehicles, investment companies and institutional clients. The firm also engages in selection of other advisers and runs educational seminars and workshops. Congress Asset Management identifies as an active ESG investor, which suggests ESG factors are incorporated into its investment decision process and manager selection.