CONGRESS PARK CAPITAL LLC

Overview

Congress Park Capital LLC is a fee-based wealth manager that concentrates on individualized portfolio management for high-net-worth individuals, small businesses and institutional clients. The firm charges a mix of percentage-of-AUM and fixed fees and runs discretionary mandates across a client base made up primarily of individual and family relationships. Investment activity shows a clear preference for equities—especially exchange-traded instruments—while maintaining exposure to income-producing strategies through funds such as floating-rate vehicles. The firm supplements core public-market exposure with allocations to third‑party alternative managers across private equity, venture capital, real estate, commodities and collateralized debt, and it also uses mutual funds as part of its core lineup. Congress Park Capital’s advisory services include ongoing portfolio management for individuals and institutions and pension consulting. The firm does not present itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices