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| Congress Asset Management Company LLP
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| |
|---|---|
| CRD # | 105161 |
| SEC # | 801-23386 |
| CIK # | 0000897378 |
| AUM | $12.1 BB (2024-03-26) |
| Employees | 66 (42% Investors, 20% Brokers) |
| Phone | 800-542-7888 |
| Address | 2 Seaport Lane Boston, MA 02210-2001 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| NVDA | 399.6 | 0.3 | |
| AAPL | 2,382.8 | 0.3 | |
| MSFT | 1,918.2 | 0.3 | |
| COST | 207.6 | 0.2 | |
| MPWR | 18.5 | 0.2 | |
| GOOGL | 1,475.1 | 0.2 | |
| LLY | 301.8 | 0.2 | |
| AMZN | 1,093.0 | 0.2 | |
| ONTO | 3.6 | 0.2 | |
| META | 434.9 | 0.2 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,193 | 2.0 |
| (b) Individuals (high net worth individuals) | 1,510 | 3.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 7 | 3.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 13 | 0.5 |
| (g) Pension and profit sharing plans | 55 | 1.2 |
| (h) Charitable organizations | 121 | 0.8 |
| (i) State or municipal government entities | 7 | 0.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 4 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 122 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 7,032 | 12.1 |
| By Discretionary | ||
| Discretionary | 7,032 | 12.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7,032 | 12.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 12.1 | |
| Total | 7,032 | 12.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000897378] | |
| 3 | [0000897378] |
| Form 3/4/5 Subject | 2011 - 2024 |
|---|---|
| Liberty All Star Growth Fund Inc | |
| Congress Asset Management Co /MA |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Transamerica Retirement Advisors LLC
✚
|
IA | 12.7 |
|
Appleton Partners Inc
✚
|
MA | 12.7 |
|
Stratos Wealth Partners Ltd
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|
OH | 12.5 |
|
First Horizon Advisors Inc
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|
TN | 12.4 |
|
Evercore Wealth Management LLC
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|
NY | 12.3 |
|
TD Private Client Wealth LLC
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|
NY | 12.3 |
|
Principal Securities Inc
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|
IA | 12.1 |
|
Macquarie Investment Management Austria Kapitalanlage AG
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|
12.0 | |
|
Park Avenue Securities LLC
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|
NY | 11.9 |
|
Investment Research & Advisory Group Inc
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|
GA | 11.5 |