Congress Asset Management is a firm that provides investment management to nonprofit clients. They primarily provide their services regionally, with most clients in Hawaii, Maryland, and New York (although they are present in other states as well).
Most Congress Asset Management clients are health and welfare funds, outpatient health care practitioners and facilities, hospitals, and museums, historical sites, and similar institutions with revenues ranging from $31 million to $403 million.
Previous legal names, trade names, or just variations of their name include: Congress Asset Management Co.; Congress Asset Management Co LLP; and Congress Asset Management, LLP.
| Name | Type | Location | |
|---|---|---|---|
| 1 | Tidalhealth Peninsula Regional | 501(c)(3) | Salisbury, MD |
| 2 | Bishop Museum | 501(c)(3) | Honolulu, HI |
| 3 | Local 94 94A 94B Health and Benefit Trust Fund IUOE AFL-CIO | 501(c)(9) | New York, NY |
| 4 | Tidalhealth | 501(c)(3) | Salisbury, MD |
| 5 | Northeast District Council of the Opcmia Welfare Fund | 501(c)(9) | Bronx, NY |
| 6 | Pamcah-Ua Local 675 Health and Welfare Fund | 501(c)(9) | Honolulu, HI |
Competitors to Congress Asset Management in the nonprofit sector include JP Morgan Chase Bank N.a., Dreyfus, Optum, Natixis Funds, Towers Watson Delaware, Inc., Principal, M&T Bank, Dimensional Fund Advisors LP, American Beacon, and Gallagher Fiduciary Advisors, LLC.
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