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| Congress Park Capital LLC
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|
|---|---|
| CRD # | 150309 |
| SEC # | 801-70181 |
| CIK # | 0001730945 |
| AUM | $366.5 M (2025-03-04) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 518-339-4335 |
| Address | 57 Phila Street Saratoga Springs, NY 12866 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nuveen Amt-Free Quality Municipal Income Fund | 14.2 | ||
| Amazon Com Inc | 13.0 | ||
| MercadoLibre Inc | 12.3 | ||
| Facebook Inc | 10.3 | ||
| Microsoft Corp | 9.9 | ||
| Alphabet Inc | 8.9 | ||
| Nvidia Corp | 8.4 | ||
| Apple Inc | 7.6 | ||
| Nuveen Amt-Free Municipal Credit Income Fund | 5.1 | ||
| AP Pharma Inc /DE/ | 4.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 82 | 19.1 |
| (b) Individuals (high net worth individuals) | 53 | 329.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 18.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 392 | 366.5 |
| By Discretionary | ||
| Discretionary | 392 | 366.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 392 | 366.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 366.5 | |
| Total | 392 | 366.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001730945] |
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|---|---|---|
|
PFS Partners LLC
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NJ | 0.4 |
|
Wealth Navigation LLC
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UT | 0.4 |
|
55 North Private Wealth LLC
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FL | 0.4 |
|
DEW Point Capital Inc
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CA | 0.4 |
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Robinswood Financial LLC
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Financial Consultants & Advisory Corporation
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Exeter Financial LLC
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AZ | 0.4 |
|
KKM Financial LLC
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|
IL | 0.4 |
|
Mascagni Wealth Management Inc
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|
MS | 0.4 |
|
LCM Capital Management Inc
✚
|
IL | 0.4 |