RIA Intel›Advisers›Massachusetts›CONGRESS ASSET MANAGEMENT COMPANY, LLP

CONGRESS ASSET MANAGEMENT COMPANY, LLP

Advisory

N·BOSTON, MA

Data as of Mar 17, 2026 · Source: SEC Form ADV

Total AUM
$14.2B
1-Year AUM Growth
+20.3%
3-Year CAGR
+4.1%
Employees
28
Assets Under Management
Total AUM$14.2B
Discretionary AUM$14.2B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients8,097
Team
Total Employees28
Investment Advisers79
Employee Growth (1Y)+12.0%
Filing History
Total Filings on Record55
First FilingJan 29, 2001
Latest FilingMar 17, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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