SEC Form ADV · CIK 897378

CONGRESS ASSET MANAGEMENT COMPANY, LLP

Firm profile: Congress Asset Management Company — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMA

$14.2B

Assets Under Management

8,312

Total Clients

Employees

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Registration Details

CIK: 897378
Accession: CRD-105161
Location: BOSTON, MA
Filing Date: March 17, 2026
AUM: $14.2B
Total Clients: 8,312
Institutional Clients: 162
Employees: 79
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsInvestment CompaniesPooled Investment VehiclesPension PlansCharitable OrganizationsGovernment EntitiesInsurance CompaniesCorporations

About this Adviser

CONGRESS ASSET MANAGEMENT COMPANY, LLP is a registered investment adviser headquartered in BOSTON, MA, managing approximately $14.2B in assets across 8,312 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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