CONGRESS ASSET MANAGEMENT COMPANY, LLP
CRD #105161 SEC #801-23386 BOSTON, MA 800-542-7888
SEC Registered
Total AUM
$14.2B
Discretionary
$14.2B
Employees
72
Clients
--
Accounts
8,097
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $14.2B | $14.2B | $0 | 72 | 29 |
| Mar 2024 | $12.1B | $12.1B | $0 | 66 | 26 |
| Oct 2023 | $10.1B | $10.1B | $0 | 67 | 24 |
| Oct 2023 | $10.1B | $10.1B | $0 | 67 | 24 |
| Sep 2023 | $10.1B | $10.1B | $0 | 67 | 24 |
| Mar 2023 | $10.1B | $10.1B | $0 | 67 | 24 |
| Mar 2022 | $12.8B | $12.8B | $0 | 62 | 24 |
| Sep 2021 | $10.7B | $10.7B | $0 | 60 | 250 |
| Mar 2021 | $10.7B | $10.7B | $0 | 60 | 250 |
| Oct 2020 | $8.4B | $8.4B | $0 | 57 | 25 |
| Mar 2020 | $8.4B | $8.4B | $0 | 57 | 25 |
| Feb 2019 | $7.1B | $7.1B | $0 | 55 | 50 |
| Mar 2018 | $7.3B | $7.3B | $0 | 53 | 28 |
| Sep 2017 | $5.7B | $5.7B | $0 | 48 | 3,300 |
| Jul 2017 | $5.7B | $5.7B | $0 | 48 | 3,300 |
| Mar 2017 | $5.7B | $5.7B | $0 | 48 | 3,300 |
| Mar 2016 | $5.9B | $5.9B | $0 | 53 | 2,900 |
| Mar 2016 | $5.9B | $5.9B | $0 | 53 | 2,900 |
| Jul 2015 | $6.3B | $6.3B | $0 | 52 | 2,300 |
| Mar 2015 | $7.4B | $6.3B | $1.1B | 52 | 2,300 |
| Mar 2015 | $7.4B | $6.2B | $1.2B | 52 | 2,300 |
| Jan 2015 | $7.5B | $6.5B | $978.1M | 50 | 2,100 |
| Dec 2014 | $7.5B | $6.5B | $978.1M | 50 | 2,100 |
| Sep 2014 | $7.5B | $6.5B | $978.1M | 50 | 2,100 |
| Sep 2014 | $7.5B | $6.5B | $978.1M | 50 | 2,100 |
| Mar 2014 | $7.5B | $6.5B | $978.1M | 50 | 2,100 |
| Sep 2013 | $7.5B | $6.8B | $742.8M | 50 | 1,900 |
| Jan 2013 | $7.5B | $6.8B | $742.8M | 50 | 1,900 |
| Aug 2012 | $7B | $6.3B | $684.6M | 11 | 1,600 |
| Aug 2012 | $7B | $6.3B | $684.6M | 11 | 1,600 |
| Mar 2012 | $7B | $6.3B | $684.6M | 11 | 1,600 |
| Sep 2011 | $6.7B | $6.4B | $261.9M | -- | -- |
| Apr 2010 | $6.7B | $6.5B | $218.2M | -- | -- |
| Mar 2008 | $5.9B | $5.8B | $34M | -- | -- |
| Feb 2007 | $5.5B | $5.5B | $0 | -- | -- |
| Jan 2006 | $4.8B | $4.8B | $0 | -- | -- |
| Feb 2005 | $3.8B | $3.8B | $0 | -- | -- |
| Jan 2005 | $3.8B | $3.8B | $0 | -- | -- |
| Jul 2004 | $3.7B | $3.7B | $0 | -- | -- |
| Jul 2004 | $3.7B | $3.7B | $0 | -- | -- |
| Jul 2004 | $3.7B | $3.7B | $0 | -- | -- |
| Jun 2001 | $3.2B | $3.2B | $0 | -- | -- |
DateMar 2025
Total AUM$14.2B
Discretionary$14.2B
Non-Disc.$0
Employees72
Clients29
DateMar 2024
Total AUM$12.1B
Discretionary$12.1B
Non-Disc.$0
Employees66
Clients26
DateOct 2023
Total AUM$10.1B
Discretionary$10.1B
Non-Disc.$0
Employees67
Clients24
DateOct 2023
Total AUM$10.1B
Discretionary$10.1B
Non-Disc.$0
Employees67
Clients24
DateSep 2023
Total AUM$10.1B
Discretionary$10.1B
Non-Disc.$0
Employees67
Clients24
DateMar 2023
Total AUM$10.1B
Discretionary$10.1B
Non-Disc.$0
Employees67
Clients24
DateMar 2022
Total AUM$12.8B
Discretionary$12.8B
Non-Disc.$0
Employees62
Clients24
DateSep 2021
Total AUM$10.7B
Discretionary$10.7B
Non-Disc.$0
Employees60
Clients250
DateMar 2021
Total AUM$10.7B
Discretionary$10.7B
Non-Disc.$0
Employees60
Clients250
DateOct 2020
Total AUM$8.4B
Discretionary$8.4B
Non-Disc.$0
Employees57
Clients25
DateMar 2020
Total AUM$8.4B
Discretionary$8.4B
Non-Disc.$0
Employees57
Clients25
DateFeb 2019
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees55
Clients50
DateMar 2018
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$0
Employees53
Clients28
DateSep 2017
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees48
Clients3,300
DateJul 2017
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees48
Clients3,300
DateMar 2017
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees48
Clients3,300
DateMar 2016
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees53
Clients2,900
DateMar 2016
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees53
Clients2,900
DateJul 2015
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$0
Employees52
Clients2,300
DateMar 2015
Total AUM$7.4B
Discretionary$6.3B
Non-Disc.$1.1B
Employees52
Clients2,300
DateMar 2015
Total AUM$7.4B
Discretionary$6.2B
Non-Disc.$1.2B
Employees52
Clients2,300
DateJan 2015
Total AUM$7.5B
Discretionary$6.5B
Non-Disc.$978.1M
Employees50
Clients2,100
DateDec 2014
Total AUM$7.5B
Discretionary$6.5B
Non-Disc.$978.1M
Employees50
Clients2,100
DateSep 2014
Total AUM$7.5B
Discretionary$6.5B
Non-Disc.$978.1M
Employees50
Clients2,100
DateSep 2014
Total AUM$7.5B
Discretionary$6.5B
Non-Disc.$978.1M
Employees50
Clients2,100
DateMar 2014
Total AUM$7.5B
Discretionary$6.5B
Non-Disc.$978.1M
Employees50
Clients2,100
DateSep 2013
Total AUM$7.5B
Discretionary$6.8B
Non-Disc.$742.8M
Employees50
Clients1,900
DateJan 2013
Total AUM$7.5B
Discretionary$6.8B
Non-Disc.$742.8M
Employees50
Clients1,900
DateAug 2012
Total AUM$7B
Discretionary$6.3B
Non-Disc.$684.6M
Employees11
Clients1,600
DateAug 2012
Total AUM$7B
Discretionary$6.3B
Non-Disc.$684.6M
Employees11
Clients1,600
DateMar 2012
Total AUM$7B
Discretionary$6.3B
Non-Disc.$684.6M
Employees11
Clients1,600
DateSep 2011
Total AUM$6.7B
Discretionary$6.4B
Non-Disc.$261.9M
Employees--
Clients--
DateApr 2010
Total AUM$6.7B
Discretionary$6.5B
Non-Disc.$218.2M
Employees--
Clients--
DateMar 2008
Total AUM$5.9B
Discretionary$5.8B
Non-Disc.$34M
Employees--
Clients--
DateFeb 2007
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$0
Employees--
Clients--
DateJan 2006
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees--
Clients--
DateFeb 2005
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees--
Clients--
DateJan 2005
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees--
Clients--
DateJul 2004
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees--
Clients--
DateJul 2004
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees--
Clients--
DateJul 2004
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees--
Clients--
DateJun 2001
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees--
Clients--