Investment adviser · CRD 105161

CONGRESS ASSET MANAGEMENT COMPANY, LLP

Investment adviser filing (IA)

BOSTON, MA, United States · Form ADV filed Mar 17, 2026

Regulatory AUM: $14.2B
Client accounts: 8,312
Employees: 79
Advisory professionals: 28

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	1,611	$4,400,173,678	31.0%
Investment companies	8	$4,271,515,653	30.1%
Individuals	6,408	$2,416,584,802	17.0%
Retirement plans	49	$1,333,028,501	9.4%
Charities	94	$920,916,259	6.5%
Government entities	5	$531,631,012	3.7%
Corporations & businesses	131	$224,667,844	1.6%
Pooled investment vehicles	3	$52,395,876	0.4%
Insurance companies	Fewer than 5	$49,042,478	0.3%

Filing source

Form ADV 2074824 · Mar 17, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 17, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Fixed

Principal office

2 SEAPORT LANE
BOSTON, MA, 02210-2001, United States

CRD 105161

Filing source

Form ADV 2074824 · Mar 17, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.