The CONGRESS ASSET MANAGEMENT COMPANY, LLP is a privately held investment adviser that advises $14.2Bn in regulatory assets under management held in 0 SEC fund types across 2 investment strategies. CONGRESS ASSET MANAGEMENT COMPANY, LLP is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 32.04% over the last 5-years.
The Group has been registered with the SEC for 41.52 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 2 SEAPORT LANE, BOSTON, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 79 employees comprised of 28 investment and 51 non-investment staff. The total number of Employees increased by 31.67% over the last 5-years.
Their $14.2Bn in assets advised are owned by 3 private funds, 8 public funds and BDCs and 282 other accounts. Assets of High Net Worth Individuals clients own $4.4Bn or 30.99% of Total Assets and Investment Companies (IC) own $4.27Bn or 30.08% of Total Assets.
The Group's top investment strategies include Long/Short Equity and FI/Credit - Diverse, representing 92.23% and 7.77% of total assets, respectively.
They advise 9 types of clients, top clients are High Net Worth Individuals and Investment Companies (IC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
CONGRESS ASSET MANAGEMENT COMPANY, LLP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.