Congress Wealth Management LLC / DE is a fund manager in Boston with $6.32 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
Industry
SEC CIK
IRS number
264296224
SEC advisor number
801-119667
FINRA CRD number
310873
AUM ?
$6.32 bn
(as of 17 Nov 22)
Accounts
10,073
(as of 17 Nov 22)
Employees
77
(41 investment advisory or research)
Office hours
Monday - Friday, 9:00AM TO 5:00PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Harborview Partners 2012, LLC | Holding Company Parent | 03/2012 | 25-50% |
Ci Private Wealth Us LLC | Member | 07/2020 | 25-50% |
Lonergan, Paul, Andrew | President | 02/2009 | < 5% |
Lagan Wildwood Investments LLC | Managing Member | 02/2009 | 10-25% |
Villiotte, Richard, James | Chief Operating Officer | 02/2009 | < 5% |
Barrett, Richard, James | Chief Investment Officer | 10/2016 | < 5% |
Cavalier, Candace | Chief Compliance Officer and General Counsel | 07/2017 | < 5% |
Lagan Holding Company Trust | General Partner | 02/2009 | > 75% |
Cipw Topco, LLC | Owner | 07/2020 | > 75% |
Lonergan, Paul, Andrew | Member | 03/2012 | 50-75% |
Lagan, Matthew, Terence | Officer | 06/2013 | |
Lagan, Christopher, Michael | Trustee | 06/2004 | 25-50% |
Lagan, Daniel, Anthony | Trustee | 06/2004 | 50-75% |
Wendell, Erin, Marie | Chief Financial Officer | 12/2021 | < 5% |
Ci Us, LLC | Owner | 07/2020 | > 75% |
Ci Us Holdings Inc | Owner | 07/2020 | > 75% |
Ci Financial Corp | Owner | 07/2020 | > 75% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Congress Wealth Management LLC | $6.32 bn | |
Congress Wealth Management Enhanced Yield LP | $93.74 mm | Other Private Fund |
CWM Private Equity Growth Fund LLC | $6.25 mm | Other Private Fund |
CWM Social Impact Fund LCC | $4.61 mm | Other Private Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Apr 24
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
30 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
14 Apr 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
3 Feb 22