Key facts
- Status: Privately Held (backing).
Leadership
- Amy NoyesVice President & Portfolio Manager
- Brian GuildVice President & Portfolio Manager
- Christopher LaganPresident & Portfolio Manager
- Daniel LaganChief Executive Officer, Chief Investment Officer, Portfolio Manager, Chair of the Investment Oversight Committee & Co-Chair of the Large Cap Growth Investment Committee
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- ·The full record, as it builds
Funding rounds
No funding rounds for Congress Asset Management are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Congress Asset Management
Provider of investment and financial advisory services. The company's financial advisory services include asset management, investment banking, capital markets services, insurance, institutional finance, and investment advisory services to institutions, governments, agencies, corporations, investment family offices, and individuals.
- Sector
- Financial Services
- HQ
- Boston, MA, United States
- Employees
- 51
- Website
- congressasset.com/
- Ownership
- Privately Held (backing)
Congress Asset Management doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Congress Asset Management shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Congress Asset Management in its N-PORT filings yet. We sweep new filings monthly.