CRD: 105161
Congress Asset Management Company, LLP
$14.2B Total AUM
$14.2B Disc. AUM
-- 3Y CAGR
79 Employees
8,337 ADV. Clients
41 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Broadridge · Fidelity/NFS · SEI · US Bank
- Clients
- Retail and Institutional
- Platforms
- PeakPeak +more
- Established Date
- 01-31-1985
- Office Locations
- 1
Office Locations
2 Seaport Lane Boston MA
About Congress Asset Management Company, LLP
Congress Asset Management Company, LLP is a Boston-based asset manager serving retail and institutional clients with a lineup of equity, balanced, and fixed income strategies—spanning large/mid/small-cap growth and value, dividend growth, and core to intermediate duration and credit-focused fixed income. Strategies are offered via SMAs/ETFs and are available on platforms such as Envestnet.
Team overview
53 AVG AGE
$507.1M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
12.5 yrs AVG TENURE
79 Employees
28 Advisory Reps
14 RIA Reps
41yrs Firm Age
Insights
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Asset Classes
Crest quantum Wave summit Momentum oak
Client Personas
Matrix frontier
CRM
Zenith
Custodian
Timber
Investment Themes
Signal delta Fusion Capital
Investment Vehicles
Capital Matrix
Platform
Catalyst eagle
Services
Horizon Eagle signal Oak
Technology
Fusion quantum Element harbor Element momentum Unison
Owner & Executives
J
JAMES A. FRICANO
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(980) 766-7650
signal.bridge@summitcapital.com
in linkedin.com/in/prime-crest
CHRISTOPHER MICHAEL LAGAN
President
- CRD
- #2497190
- Ownership
- Less than 5%
(738) 542-6300
beacon.delta@fusioncapital.com
in linkedin.com/in/atlas-alpha
V
Value eagle
Legacy delta pathway
- CRD
- #92136
- Ownership
- 9.2%
(675) 524-1038
zenith.signal@matrixcapital.com
in linkedin.com/in/vertex-signal
Showing 2 of 4 owners & executives
Unlock allContacts
JOHN MIDDLETON BEAVER
Vice President
- CRD
- #4587495
(937) 982-9060
ember.crest@harborcapital.com
in linkedin.com/in/vertex-timber
NOEL BILLINGS BLAIR
Vice President
- CRD
- #5091619
(887) 953-4450
horizon.atlas@deltacapital.com
in linkedin.com/in/momentum-momentum
F
Fusion vertex
Atlas catalyst
- CRD
- #79590
(401) 310-7465
vertex.pathway@bridgecapital.com
in linkedin.com/in/peak-eagle
Showing 2 of 16 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,199,956,103 | $1,708,368 |
| Non-Discretionary | $0 | -- |
| Total | $14,199,956,103 | $1,708,368 |
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Separately Managed Accounts
Total SMA Asset: $9,876,044,574
Equity - Exchange:
19.0% Corporate - Investment Grade:
8.0% U.S. Government/Agency:
16.5% Cash:
17.8% Private Funds:
19.7% Municipal Bonds:
19.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,098,133,436 | 19.0% |
| Corporate - Investment Grade | $462,371,973 | 8.0% |
| U.S. Government/Agency | $953,642,195 | 16.5% |
| Cash | $1,028,777,640 | 17.8% |
| Private Funds | $1,138,590,984 | 19.7% |
| Municipal Bonds | $1,098,133,436 | 19.0% |
| Total | $5,779,649,664 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE MATRIX | DELTA PEAK | 1EQI27N6I | TARSL | 11.10% | $12,495,288 |
| BRIDGE VERTEX VERTEX | BEACON QUANTUM | PU8K01LGN | LAE | 3.55% | $77,934,949 |
| HARBOR CAPITAL | UNISON SIGNAL | KH3NTVCCT | GUAA | 6.89% | $52,912,617 |
| QUANTUM NORTH UNISON | MERIDIAN RADIAL | 49RG1BRNY | PFT | 7.60% | $1,612,874 |
| PIONEER FRONTIER | HARBOR NORTH | P14N2BTOX | ZBM | 1.44% | $28,286,980 |
| GLACIER VERTEX | RADIAL MERIDIAN | DQX12BE3N | TZLT | 8.51% | $44,320,303 |
| WAVE FUSION VITAL | PATHWAY BRIDGE | 7UBG03VKV | ENG | 4.04% | $68,762,373 |
| VERTEX NORTH FOUNDATION | SIGNAL MATRIX | UR9BGQV3P | MKV | 5.25% | $81,420,597 |