Congress Asset Management Company, LLP
● SEC registered since 1985CRD 105161SEC# 801-23386Boston, MA
Reg. AUM
$14.2B
Employees
79
Accounts
8,312
Location
Boston, MA
Congress Asset Management Company, LLP assets under management
Congress Asset Management Company, LLP is an investment advisory firm registered with the SEC based in Boston, MA. The firm has been registered since 1985. It reports $14.2 billion in regulatory assets under management and employs 79 people.
Congress Asset Management Company, LLP owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Michael Lagan Control | President | Under 5% | 2022 |
| Daniel Anthony Lagan Control | Chief Executive Officer And Chief Investment Officer | Under 5% | 2013 |
| James A. Fricano Control | Chief Compliance Officer | Under 5% | 2023 |
| Lagan - Congress, Inc. | General Partner | Under 5% | 2004 |
| Lagan Holding Company Trust Control | General Partner | Over 75% | 1990 |
| Matthew Terence Lagan Control | Vice President & Portfolio Manager | Under 5% | 2003 |
| Christopher Michael Lagan Control | Trustee | 25-50% | 2004 |
| Daniel Anthony Lagan Control | Trustee | 50-75% | 2004 |
| Lagan Holding Company Trust Control | Indirect Owner | Over 75% | 2004 |
| Matthew Terence Lagan Control | Officer | — | 2013 |
Frequently asked questions
How much does Congress Asset Management Company, LLP manage?
Congress Asset Management Company, LLP reports $14.2 billion in regulatory assets under management on its Form ADV.
How many employees does Congress Asset Management Company, LLP have?
Congress Asset Management Company, LLP reports 79 employees.
Where is Congress Asset Management Company, LLP located?
Congress Asset Management Company, LLP is based in Boston, MA and has been SEC-registered since 1985.
Does Congress Asset Management Company, LLP disclose fund performance?
Congress Asset Management Company, LLP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2 Seaport Lane, Boston, MA 02210-2001 |
| Phone | 617-428-4300 |
| Fax | 617-428-4399 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 897378 |
| Discloses disciplinary history | No |
Regulatory AUM
$14.2BNo change
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 7%
Larger than 93% of 16,306 advisers
EmployeesTop 8%
More than 92% of 16,824 advisers
Assets under management
$14.2Bregulatory AUM
Discretionary $14.2B