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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

CONGRESS CAPITAL PARTNERS, LLP

CRD 170030

BOSTON, MA

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Search this name across graphsid dfx:ria:c3b327f0-2f7a-21bf-9d79-5c42467d4b88

Data as of Mar 26, 2015 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 2
On other graphs: 0
Observed: Dec 26, 2013 to Mar 26, 2015
13 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $95.9MItem 5.F on the latest filing (2015-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $95.6M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7
Advisory employees: 3
Accounts: 247
SEC number: 801-79030
CRD: 170030
Filings on the tape: 13
First filed: Dec 26, 2013
Latest filed: Mar 26, 2015
Organised: Limited Liability Partnership, Massachusetts

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CILIANO, BRENT	MANAGING MEMBER	F	yes	01/2014	Feb 3, 2014	Mar 26, 2015
CILIANO, BRENT	CHIEF INVESTMENT OFFICER AND MANAGING MEMBER	Na	yes	01/2014	Feb 3, 2014	Mar 26, 2015
CONGRESS CAPITAL LLC	GENERAL PARTNER	E	yes	01/2014	Jan 17, 2014	Mar 26, 2015
HARBORVIEW MMXII, LLC	INDIRECT OWNER	C	yes	01/2014	Dec 18, 2014	Mar 26, 2015
LAGAN HOLDING COMPANY TRUST	GENERAL PARTNER	E	yes	02/2009	Mar 26, 2015	Mar 26, 2015
LAGAN WILDWOOD INVESTMENTS II LLC	MANAGING MEMBER	C	yes	01/2014	Feb 3, 2014	Mar 26, 2015
LONERGAN, PAUL, ANDREW	PRESIDENT AND MANAGING MEMBER	Na	yes	01/2014	Dec 26, 2013	Mar 26, 2015
LONERGAN, PAUL, ANDREW	MANAGING MEMBER	C	yes	01/2014	Dec 26, 2013	Mar 26, 2015
VILLIOTTE, RICHARD, JAMES	MANAGING MEMBER	C	yes	01/2014	Dec 26, 2013	Mar 26, 2015
VILLIOTTE, RICHARD, JAMES	CHIEF OPERATING OFFICER / MANAGING MEMBER	Na	yes	01/2014	Dec 26, 2013	Mar 26, 2015
WOFFORD, FRED, HUGH	CHIEF COMPLIANCE OFFICER	Na	yes	08/2014	Sep 10, 2014	Mar 26, 2015
ZANNONI, KENNETH, RICHARD	MANAGING MEMBER	Na	yes	01/2014	Dec 26, 2013	Mar 26, 2015
ZANNONI, KENNETH, RICHARD	MANAGING MEMBER	C	yes	01/2014	Dec 26, 2013	Mar 26, 2015
NEWFOUND RESEARCH LLC	LIMITED PARTNER	B	no	01/2014	Jan 17, 2014	Mar 26, 2015

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CONGRESS ASSET MANAGEMENT COMPANY, LLP	n/a	Mixed wealth	$14B	N	yes	n/a
CONGRESS WEALTH MANAGEMENT LLC	n/a	Former SEC adviser	$2.3B	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2014	Mar 26, 2015	$95.9M	$95.6M	7	3	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2014	$95.9M	n/a	n/a	n/a	n/a	7	n/a	n/a	n/a

Relationships

Affiliated with (2)

→ CONGRESS ASSET MANAGEMENT COMPANY, LLPRegistered adviserother investment adviser, common control
factForm ADV
→ CONGRESS WEALTH MANAGEMENT LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (9)

← WOFFORD, FRED, HUGHOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 10, 2014 to presentfactForm ADV
← LONERGAN, PAUL, ANDREWOwnerMANAGING MEMBER, ownership code C, individual
Dec 26, 2013 to presentfactForm ADV
← CILIANO, BRENTOwnerMANAGING MEMBER, ownership code F, individual
Feb 3, 2014 to presentfactForm ADV
← ZANNONI, KENNETH, RICHARDOwnerMANAGING MEMBER, ownership code C, individual
Dec 26, 2013 to presentfactForm ADV
← VILLIOTTE, RICHARD, JAMESOwnerMANAGING MEMBER, ownership code C, individual
Dec 26, 2013 to presentfactForm ADV
← CONGRESS CAPITAL LLCOwnerGENERAL PARTNER, ownership code E, domestic entity
Jan 17, 2014 to presentfactForm ADV
← HARBORVIEW MMXII, LLCOwnerINDIRECT OWNER, ownership code C, domestic entity
Dec 18, 2014 to presentfactForm ADV
← LAGAN HOLDING COMPANY TRUSTOwnerGENERAL PARTNER, ownership code E, domestic entity
Mar 26, 2015 to presentfactForm ADV
← LAGAN WILDWOOD INVESTMENTS II LLCOwnerMANAGING MEMBER, ownership code C, domestic entity
Feb 3, 2014 to presentfactForm ADV

Owns (1)

← NEWFOUND RESEARCH LLCOwnerLIMITED PARTNER, ownership code B, domestic entity
Jan 17, 2014 to presentfactForm ADV

Registered with (1)

← BRENT CILIANOAdvisorregistration: previous registration
Mar 25, 2014 to Jun 30, 2015factForm ADV

Dated events

Occurred
Feb 6, 2014
Succession filed (Item 4)
Congress Capital Partners, Llp reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 6 days ago
Occurred
Dec 26, 2013
First Form ADV filing
Congress Capital, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c3b327f0-2f7a-21bf-9d79-5c42467d4b88
First observed: Dec 26, 2013
Last observed: Mar 26, 2015 139 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CONGRESS CAPITAL PARTNERS, LLP

CRD 170030

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c3b327f0-2f7a-21bf-9d79-5c42467d4b88

Data as of Mar 26, 2015 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:24 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CILIANO, BRENT

MANAGING MEMBER

yes

01/2014

Feb 3, 2014

Mar 26, 2015

CILIANO, BRENT

CHIEF INVESTMENT OFFICER AND MANAGING MEMBER

yes

01/2014

Feb 3, 2014

Mar 26, 2015

CONGRESS CAPITAL LLC

GENERAL PARTNER

yes

01/2014

Jan 17, 2014

Mar 26, 2015

HARBORVIEW MMXII, LLC

INDIRECT OWNER

yes

01/2014

Dec 18, 2014

Mar 26, 2015

LAGAN HOLDING COMPANY TRUST

GENERAL PARTNER

yes

02/2009

Mar 26, 2015

LAGAN WILDWOOD INVESTMENTS II LLC

MANAGING MEMBER

yes

01/2014

Feb 3, 2014

Mar 26, 2015

LONERGAN, PAUL, ANDREW

PRESIDENT AND MANAGING MEMBER

yes

01/2014

Dec 26, 2013

Mar 26, 2015

LONERGAN, PAUL, ANDREW

MANAGING MEMBER

yes

01/2014

Dec 26, 2013

Mar 26, 2015

VILLIOTTE, RICHARD, JAMES

MANAGING MEMBER

yes

01/2014

Dec 26, 2013

Mar 26, 2015

VILLIOTTE, RICHARD, JAMES

CHIEF OPERATING OFFICER / MANAGING MEMBER

yes

01/2014

Dec 26, 2013

Mar 26, 2015

WOFFORD, FRED, HUGH

CHIEF COMPLIANCE OFFICER

yes

08/2014

Sep 10, 2014

Mar 26, 2015

ZANNONI, KENNETH, RICHARD

MANAGING MEMBER

yes

01/2014

Dec 26, 2013

Mar 26, 2015

ZANNONI, KENNETH, RICHARD

MANAGING MEMBER

yes

01/2014

Dec 26, 2013

Mar 26, 2015

NEWFOUND RESEARCH LLC

LIMITED PARTNER

01/2014

Jan 17, 2014

Mar 26, 2015

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CONGRESS ASSET MANAGEMENT COMPANY, LLP

n/a

Mixed wealth

$14B

yes

n/a

CONGRESS WEALTH MANAGEMENT LLC

n/a

Former SEC adviser

$2.3B

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2014

Mar 26, 2015

$95.9M

$95.6M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2014

$95.9M

n/a