DFX Intelligence
Congress Asset Management
unclassified· MA
unclassified
51 more Schedule C rows and 1 more dated event
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
1 allocator
- Glaziers and Glassworkers Local 513 Pension Plan Investment adviser (plan)through Oct 31, 2024 Form 5500
Schedule C rows
54 rows, $6.4M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, Afl-Cio | 2025 | 28 51 68 | NONE | $30,435 |
| Carpenters Pension Trust Fund of St. Louis | 2024 | 51 68 | NONE | $351,456 |
| Joint Pension Fund Local Union Ibew | 2024 | 28 51 | NONE | $318,471 |
+51 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Congress Asset Management appears on Cement Masons Local 780 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Congress Asset Managementaskebsa.dol.gov
- Congress Asset Management no longer appears on Seiu Affiliates Officers and Employees Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Congress Asset Managementaskebsa.dol.gov
- Congress Asset Management no longer appears on S.E.I.U. National Industry Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Congress Asset Managementaskebsa.dol.gov
- Congress Asset Management Company appears on Teamsters Retirement Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Congress Asset Managementaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedUnited Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen PlanCongress Asset Management appears on United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Congress Asset Managementaskebsa.dol.gov
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.