CONGRESS ASSET MANAGEMENT COMPANY, LLP

Overview

Congress Asset Management Company, LLP is an equity-focused investment manager that runs concentrated public equity portfolios alongside separate managed account strategies and pooled vehicles. The firm, formed as a limited liability partnership and SEC-registered since 1985, serves both high-net-worth individuals and institutions and acts as a capital allocator that selects third‑party managers where appropriate. Congress uses a fee model that includes both percentage-of-AUM and fixed-fee arrangements, and it operates as a registered representative of a broker‑dealer while providing portfolio management, manager selection and educational programs. Investment activity shows a clear preference for listed equities, with a sizable allocation to exchange-traded names and a relatively small ETF sleeve. The firm identifies as an active ESG investor, which suggests ESG considerations are integrated into security selection or portfolio construction. Congress is also involved in managing pooled investment vehicles and selecting outside advisers, signaling it blends internal portfolio management with external partnerships when deploying capital.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices