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CONGRESS ASSET MANAGEMENT COMPANY, LLP
CRD 105161File 801-23386
APPROVED
Retail clients
Custody
Filing as of Mar 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$14.20B
Top 10% of cohort (national)
Discretionary AUM
$14.20B
Clients
8,312
8,312 accounts
Employees
79
Top 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Partnership
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jan 31, 1985
- Principal office
- 2 SEAPORT LANE, BOSTON, MA, 02210-2001
- Phone
- 617-428-4300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $14.20B
- Discretionary AUM
- $14.20B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 8,312
- Non-discretionary accounts
- 0
- Total accounts
- 8,312
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 131 | $224.7M |
| Insurance companies | Fewer than 5 | $49.0M |
| Investment companies | 8 | $4.27B |
| Charitable organizations | 94 | $920.9M |
| High net worth individuals | 1,611 | $4.40B |
| Pooled investment vehicles | 3 | $52.4M |
| Pension and profit sharing plans | 49 | $1.33B |
| State or municipal government entities | 5 | $531.6M |
| Individuals (other than high net worth individuals) | 6,408 | $2.42B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.