Congress Park Capital LLC
Firm details
- Headquarters
- Saratoga Springs, New York
- CRD number
- 150309
- Registered since
- May 6, 2009
- Website
- www.congressparkcapital.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI90.67%
- Individuals4.95%
- Pension & Profit Sharing Plans4.38%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Congress Park Capital LLC is an independent, SEC-registered registered investment adviser formed in 2009 and structured as a limited liability company with individual ownership. The firm serves individual and family clients and bills for advice through a combination of AUM-based fees and fixed fees. Its advisory work includes portfolio management for individuals and small businesses, portfolio management for institutions or businesses, and pension consulting services. Congress Park does not market itself as an ESG-focused investor, and it is not organized as a multi-state adviser or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities61%
- State & Local Bonds13%
- Investment Grade Corp Bonds11%
- Cash & Cash Equivalents10%
- Public Funds/Mutual Funds5%
Owners & executives
1 of 1
Eric Brodwin
Chief Investment OfficerCRD 4595310
Contacts
2 of 2
Michael Los
AnalystCRD 6458985
Michael Steiner
Investment Adviser RepresentativeCRD 4922988
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$96.1M in ETFs
65%
$62.6M
34%
$33.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $26.4M | 35,213 | 27.45% |
Location
Saratoga Springs, NY
Saratoga
Location
Saratoga Springs, NY
Headquartered in Saratoga Springs, NY, anchoring the Albany-Schenectady, NY metro in the Northeast.
- Metro area
- Albany-Schenectady, NY
- Region
- Northeast
- County
- Saratoga
- Address
- 57 Phila St
- Time zone
- ET (UTC-5)
- Office locations
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