CONGRESS PARK CAPITAL LLC
CRD #150309 SEC #801-70181 SARATOGA SPRINGS, NY (518) 339-4335
SEC Registered
Total AUM
$366.5M
Discretionary
$366.5M
Employees
4
Clients
--
Accounts
392
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $366.5M | $366.5M | $0 | 4 | 0 |
| Apr 2024 | $296M | $296M | $0 | 3 | 0 |
| Mar 2024 | $296M | $296M | $0 | 3 | 0 |
| Feb 2023 | $240.8M | $240.8M | $0 | 3 | 0 |
| Mar 2022 | $289.5M | $289.5M | $0 | 3 | 0 |
| Apr 2021 | $256.6M | $256.6M | $0 | 3 | 0 |
| Mar 2021 | $256.6M | $256.6M | $0 | 3 | 0 |
| Jan 2021 | $231.3M | $231.3M | $0 | 4 | 0 |
| Jun 2020 | $231.3M | $231.3M | $0 | 4 | 0 |
| Feb 2020 | $231.3M | $231.3M | $0 | 4 | 0 |
| May 2019 | $181.2M | $181.2M | $0 | 4 | 0 |
| Apr 2019 | $181.2M | $181.2M | $0 | 4 | 0 |
| Mar 2019 | $181.2M | $181.2M | $0 | 4 | 0 |
| Feb 2018 | $170.1M | $170.1M | $0 | 4 | 0 |
| Dec 2017 | $153.6M | $153.6M | $0 | 4 | 0 |
| Nov 2017 | $153.6M | $153.6M | $0 | 4 | 0 |
| Feb 2017 | $138.8M | $138.8M | $0 | 4 | 26 |
| Mar 2016 | $114.7M | $114.7M | $0 | 3 | 26 |
| Oct 2015 | $111.1M | $111.1M | $0 | 2 | 26 |
| Feb 2015 | $111.1M | $111.1M | $0 | 2 | 26 |
| Mar 2014 | $97.9M | $97.9M | $0 | 2 | 26 |
| Apr 2013 | $82.5M | $82.5M | $0 | 2 | 26 |
| Jun 2012 | $69.9M | $69.9M | $0 | 1 | 26 |
| Mar 2012 | $69.9M | $69.9M | $0 | 1 | 26 |
| Feb 2011 | $65.5M | $63.6M | $1.9M | 5 | -- |
| Jan 2010 | $53M | $51.3M | $1.7M | 5 | -- |
| May 2009 | $0 | $0 | $0 | 5 | -- |
| Apr 2009 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$366.5M
Discretionary$366.5M
Non-Disc.$0
Employees4
Clients0
DateApr 2024
Total AUM$296M
Discretionary$296M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$296M
Discretionary$296M
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$240.8M
Discretionary$240.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$289.5M
Discretionary$289.5M
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$256.6M
Discretionary$256.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$256.6M
Discretionary$256.6M
Non-Disc.$0
Employees3
Clients0
DateJan 2021
Total AUM$231.3M
Discretionary$231.3M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$231.3M
Discretionary$231.3M
Non-Disc.$0
Employees4
Clients0
DateFeb 2020
Total AUM$231.3M
Discretionary$231.3M
Non-Disc.$0
Employees4
Clients0
DateMay 2019
Total AUM$181.2M
Discretionary$181.2M
Non-Disc.$0
Employees4
Clients0
DateApr 2019
Total AUM$181.2M
Discretionary$181.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$181.2M
Discretionary$181.2M
Non-Disc.$0
Employees4
Clients0
DateFeb 2018
Total AUM$170.1M
Discretionary$170.1M
Non-Disc.$0
Employees4
Clients0
DateDec 2017
Total AUM$153.6M
Discretionary$153.6M
Non-Disc.$0
Employees4
Clients0
DateNov 2017
Total AUM$153.6M
Discretionary$153.6M
Non-Disc.$0
Employees4
Clients0
DateFeb 2017
Total AUM$138.8M
Discretionary$138.8M
Non-Disc.$0
Employees4
Clients26
DateMar 2016
Total AUM$114.7M
Discretionary$114.7M
Non-Disc.$0
Employees3
Clients26
DateOct 2015
Total AUM$111.1M
Discretionary$111.1M
Non-Disc.$0
Employees2
Clients26
DateFeb 2015
Total AUM$111.1M
Discretionary$111.1M
Non-Disc.$0
Employees2
Clients26
DateMar 2014
Total AUM$97.9M
Discretionary$97.9M
Non-Disc.$0
Employees2
Clients26
DateApr 2013
Total AUM$82.5M
Discretionary$82.5M
Non-Disc.$0
Employees2
Clients26
DateJun 2012
Total AUM$69.9M
Discretionary$69.9M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$69.9M
Discretionary$69.9M
Non-Disc.$0
Employees1
Clients26
DateFeb 2011
Total AUM$65.5M
Discretionary$63.6M
Non-Disc.$1.9M
Employees5
Clients--
DateJan 2010
Total AUM$53M
Discretionary$51.3M
Non-Disc.$1.7M
Employees5
Clients--
DateMay 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--