# CONGRESS ASSET MANAGEMENT COMPANY, LLP

CONGRESS ASSET MANAGEMENT COMPANY, LLP of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 105161
- Type: SEC-registered investment adviser
- SEC file number: 801-23386
- Location: 2 SEAPORT LANE, BOSTON, MA, 02210-2001
- Phone: 617-428-4300
- Latest filing: 2026-03-17
- Regulatory AUM: $14.2B
- Discretionary AUM: $14.2B
- Clients: 79
- Accounts: 8,312

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (24)

| Name | Role | Location |
| --- | --- | --- |
| Daniel Anthony Lagan | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER; TRUSTEE | — |
| Christopher Michael Lagan | PRESIDENT; TRUSTEE | — |
| Matthew Terence Lagan | OFFICER; VICE PRESIDENT & PORTFOLIO MANAGER | — |
| James A Fricano | CHIEF COMPLIANCE OFFICER | — |
| LAGAN ALFRED ALPHONSUS | CHAIRMAN; CHAIRMAN (AND INDIRECT OWNER); INDIRECT OWNER | — |
| LAGAN DANIEL ANTHONY | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER; OFFICER; PRESIDENT (+1 more) | — |
| LAGAN CHRISTOHER MICHAEL | MANAGING DIRECTOR; OFFICER; PRESIDENT (+3 more) | — |
| WARD LAWRENCE ASA | CHIEF COMPLIANCE OFFICER; EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| LAGAN MATTHEW TERENCE | OFFICER; RESEARCH ANALYST; SENIOR RESEARCH ANALYST (+2 more) | — |
| SWANSON ANN MARIE | CHIEF COMPLIANCE OFFICER | — |
| LAGAN DANIEL | PRESIDENT; PRESIDENT (AND INDIRECT OWNER) | — |
| LAGAN CHRISTOHER | VICE PRESIDENT; VICE PRESIDENT (AND INDIRECT OWNER) | — |
| LAGAN MATTHEW T | INDIRECT OWNER; RESEARCH ANALYST | — |
| LAGAN GREGORY J | INDIRECT OWNER | — |
| LAGAN IRENE M | INDIRECT OWNER | — |
| LAGAN JOSEPH A | INDIRECT OWNER | — |
| O'RIORDAN MARY C | INDIRECT OWNER | — |
| LAGAN JENNIFER ANN | INDIRECT OWNER | — |
| HARDIMAN JENNIFER ANN | INDIRECT OWNER | — |
| FRICANO JAMES A | CHIEF COMPLIANCE OFFICER | — |
| WOFFORD FRED HUGH | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER | — |
| WOFFORD FRED | CHIEF COMPLIANCE OFFICER | — |
| SCHROEDER MICHELLE RENEE | CHIEF COMPLIANCE OFFICER | — |
| James A. Fricano | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105161/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105161/similar
- Related entities: https://search.stillhousedata.com/firm/105161/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105161

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.