Data / Investment advisers / Massachusetts / Congress Asset Management Company, LLP
Congress Asset Management Company, LLP, Boston, MA: $14.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Congress Asset Management Company, LLP is an SEC registered investment adviser with its main office in Boston, Massachusetts and reports $14.2 billion in regulatory assets under management in its Form ADV filed March 17, 2026. Its clients include high net worth individuals, investment companies and individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 105161
- SEC file number
- 801-23386
- SEC status
- Approved, effective January 31, 1985
- Main office
- 2 Seaport Lane, Boston, MA 02210
- Phone
- (617) 428-4300
- Regulatory AUM
- $14,199,956,103 in the Form ADV filed March 17, 2026
- Discretionary AUM
- $14,199,956,103
- Accounts
- 8,312
- Employees
- 79, of which 28 give investment advice
- Form of organization
- Limited Liability Partnership
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1,611 | $4.40 billion |
| Investment companies | 8 | $4.27 billion |
| Individuals (other than high net worth individuals) | 6,408 | $2.42 billion |
| Pension and profit sharing plans | 49 | $1.33 billion |
| Charitable organizations | 94 | $920.9 million |
| State or municipal government entities | 5 | $531.6 million |
| Corporations or other businesses | 131 | $224.7 million |
| Pooled investment vehicles | 3 | $52.4 million |
| Insurance companies | 3 | $49 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $14.20 billion | March 17, 2026 |
| December 1, 2025 | $14.19 billion | March 20, 2025 |
Other advisers in Boston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Bain Capital Asset Management, LP | Boston | $16.29 billion | 43 | adviserinfo.sec.gov |
| Battery Management Corp. | Boston | $15.61 billion | 60 | adviserinfo.sec.gov |
| Weiss Asset Management | Boston | $15.56 billion | 2 | adviserinfo.sec.gov |
| CW Advisors, LLC | Boston | $15.22 billion | 4 | adviserinfo.sec.gov |
| Abry Partners II, LLC | Boston | $14.90 billion | 29 | adviserinfo.sec.gov |
| Abrams Capital Management, L.P. | Boston | $13.74 billion | 8 | adviserinfo.sec.gov |
| Mirova US | Boston | $13.62 billion | Not listed | adviserinfo.sec.gov |
| Arclight Capital Partners, LLC | Boston | $13.54 billion | 16 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boston, MA
- Investment advisers in Massachusetts
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving investment companies
- Congress Asset Management Company, LLP on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.