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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 Oct 1, 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
- Website
- HTTP://WWW.CONGRESSASSET.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 72 | 79 | increased by7 |
| Apr 1, 2026 | Clients | 8,097 | 8,312 | increased by215 |
| Apr 1, 2026 | AUM | $14,186,740,344 | $14,199,956,103 | increased by$13,215,759 |
| Apr 1, 2026 | Accounts | 8,097 | 8,312 | increased by215 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 62 | 72 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 6,465 | 8,097 | increased by1,632 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $12,778,355,426 | $14,186,740,344 | increased by$1,408,384,918 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 6,465 | 8,097 | increased by1,632 |
| Apr 1, 2022 | Employees | 60 | 62 | increased by2 |
| Apr 1, 2022 | Clients | 7,273 | 6,465 | decreased by808 |
| Apr 1, 2022 | AUM | $10,746,128,516 | $12,778,355,426 | increased by$2,032,226,910 |
| Apr 1, 2022 | Accounts | 7,273 | 6,465 | decreased by808 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CONGRESS ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CONGRESS ASSET” may also match similarly-named firms). Confirm identity against each filing.
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.