|
⚲
|
| Congress Asset Management Company LLP
✚
|
|
|---|---|
| CRD # | 105161 |
| SEC # | 801-23386 |
| CIK # | 0000897378 |
| AUM | $14.2 B (2025-03-20) |
| Employees | 72 (38% Investors, 21% Brokers) |
| Phone | 800-542-7888 |
| Address | 2 Seaport Lane Boston, MA 02210-2001 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.4 | ||
| Microsoft Corp | 0.3 | ||
| Apple Inc | 0.3 | ||
| Facebook Inc | 0.3 | ||
| Ollie's Bargain Outlet Holdings Inc | 0.2 | ||
| Costco Wholesale Corp /NEW | 0.2 | ||
| Alcoa Inc | 0.2 | ||
| VISA Inc | 0.2 | ||
| Broadcom Inc | 0.2 | ||
| Amazon Com Inc | 0.2 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,172 | 2.4 |
| (b) Individuals (high net worth individuals) | 1,624 | 4.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 8 | 4.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 0.1 |
| (g) Pension and profit sharing plans | 56 | 1.5 |
| (h) Charitable organizations | 100 | 0.9 |
| (i) State or municipal government entities | 8 | 0.6 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 4 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 122 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 8,097 | 14.2 |
| By Discretionary | ||
| Discretionary | 8,097 | 14.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8,097 | 14.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 14.2 | |
| Total | 8,097 | 14.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000897378] | |
| 3 | [0000897378] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Liberty All Star Growth Fund Inc | |
| Congress Asset Management Co |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Park Avenue Securities LLC
✚
|
NY | 15.0 |
|
Principal Securities Inc
✚
|
IA | 14.8 |
|
Federated Global Investment Management Corp
✚
|
NY | 14.8 |
|
Stratos Wealth Partners Ltd
✚
|
OH | 14.5 |
|
&Partners
✚
|
TN | 14.1 |
|
Independent Advisor Alliance LLC
✚
|
NC | 14.1 |
|
Evercore Wealth Management LLC
✚
|
NY | 13.9 |
|
First Horizon Advisors Inc
✚
|
TN | 13.6 |
|
Appleton Partners Inc
✚
|
MA | 13.5 |
|
Investment Research & Advisory Group Inc
✚
|
GA | 13.2 |