Congress Wealth Management - Fund and Executive Details

Congress Wealth Management LLC

Congress Wealth Management is a alternative asset management company based in Boston, MA. They operate 1 private fund and have approximately $1.35 billion in total assets under management (AUM). You can view more information on Congress Wealth Management including private fund info, contact info, top management and executives, website, email addresses, and more below:

Contact Details for Congress Wealth Management

Congress Wealth Management LLC
250 Northern Avenue
Suite 310
Boston, MA 2210
United States

Phone: (617) 428-7600
Fax: (617) 428-7699
Website: http://www.congresswealth.com

Overview of Congress Wealth Management

Org. Type: Limited Liability Company

Registration Country: United States

SEC#: 801-69988

Org#: 149446

Legal Issues: The SEC or CFTC has found an employee or advisory affiliaite to have made a false statement or omission. The SEC or CFTC has found an employee or advisory affiliaite to have been involved in a violation of SEC or CFTC regulations or statutes. The SEC or CFTC has entered an order in connection with investment-related activities. The SEC or CFTC has imposed a civil money penalty on an employee or advisory affiliate, or been ordered to cease and desist from any activity.

Company Type: Other

Pooled Investments: Up to 10 percent

Private Funds Managed(1): Congress Wealth Management Enhanced Yield Lp

Ownership/Leadership of Congress Wealth Management

Paul Andrew Lonergan	Member And President
Lagan Wildwood Investments LLC	Managing Member
Richard James Villiotte	Chief Operating Officer
Candace Cavalier	Chief Compliance Officer
Kenneth Richard Zannoni	Svp
Holding Company Parent
Richard James Barrett	Chief Investment Officer