Investment adviser · CRD 170030

CONGRESS CAPITAL PARTNERS, LLP

Investment adviser filing (IA)

BOSTON, MA, United States · Form ADV filed Mar 26, 2015

Regulatory AUM
$95.9M
Form ADV · Item 5.F
Client accounts
247
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
3
Investment advisory functions

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 26, 2015. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

250 NORTHERN AVENUE, SUITE 310
BOSTON, MA, 02210, United States

CRD 170030

Filing source

Form ADV 891260 · Mar 26, 2015 · 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.