| 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 |
Congress Asset Management Company, LLP reports $14.2 billion in regulatory assets under management on its Form ADV.
Congress Asset Management Company, LLP reports 72 employees.
Congress Asset Management Company, LLP is based in Boston, MA and has been SEC-registered since 1985.
Congress Asset Management Company, LLP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $14.19B |
| Non-discretionary | $0 |
| Total (RAUM) | $14.19B |