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Building 2CONGRESS CAPITAL PARTNERS, LLP

Map pinBOSTON, MA
Phone(617) 428-7654
NotebookSEC #801-79030
Total AUM
$95.9M
Employees
7
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
250 NORTHERN AVENUE
SUITE 310
BOSTON
MA 02210
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
(617) 428-7654

ReceiptFinancials

Total AUM
$95.9M
Accounts
247
Discretionary
$95.6M
Accounts
243
Non-Discretionary
$257.6K
Accounts
4

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTHIMAMENHNYVT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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