Investor · BOSTON, MA
Congress Wealth Management LLC
Open Congress in the network graph →Filings
21
SEC Form D
Connections
67
co-filers
Capital
$341.0M
across filings
Active
Apr 2018
to Jan 2023
Most-connected co-filers (67)
Brian Lockard · Portland, OR6 sharedRami Rahal · New York, NY6 sharedRaymond S. Stata · Westwood, MA5 sharedFund GP · Seattle, WA5 sharedAlan R. Goodson · Philadelphia, PA5 sharedChase Curtiss · Tulsa, OK5 sharedMarlon Mellado · SAN JUAN, Puerto Rico5 sharedChristopher T. Demetriou · Philadelphia, PA5 sharedJennifer A. Nichols · Philadelphia, PA5 sharedJoseph T. Andolina · Philadelphia, PA5 sharedFulmino Capital GP, LLC · TRUMBULL, CT5 sharedPadraig C. Hoare · George Town, Grand Cayman, Cayman Islands5 sharedEdward Merrill · Bend, OR5 sharedPaul E. Pazdan · Lombard, IL5 sharedJoseph E. White · Benbrook, TX3 sharedThomas A. Hall · Danville, CA3 sharedPeter A. Veldman · Luxembourg, Luxembourg3 sharedBryan S. Amos · Benbrook, TX3 sharedMiriam Rivera · Palo Alto, CA3 sharedKarl Heinz Horrer · Luxembourg, Luxembourg3 sharedGina L. Mondo · Birmingham, AL3 sharedSchuyler C. Joyner · Scottsdale, AZ3 sharedNicole J. Walker · St. Louis Park, MN3 sharedJoshua N. Stone · Luxembourg, Luxembourg3 shared
Recent filings (21)
CONGRESS WEALTH MANAGEMENT ENHANCED YIELD FUND LPJan 2023 · 2 co-filersabrdn Institutional Commingled Funds, LLCSep 2022 · 17 co-filersAberdeen Institutional Commingled Funds, LLCMay 2022 · 17 co-filersCWM PRIVATE EQUITY GROWTH FUND LLCJul 2021 · 2 co-filers$6.0MCWM SOCIAL IMPACT FUND LLCJul 2021 · 2 co-filers$4.4MAberdeen Institutional Commingled Funds, LLCMay 2021 · 17 co-filersCONGRESS WEALTH MANAGEMENT ENHANCED YIELD FUND LPDec 2020 · 2 co-filersDavlyn Group Holdings, LLCNov 2020 · 5 co-filersCWM SOCIAL IMPACT FUND LLCJul 2020 · 2 co-filers$618KCWM PRIVATE EQUITY GROWTH FUND LLCJul 2020 · 2 co-filers$319KAberdeen Institutional Commingled Funds, LLCMay 2020 · 17 co-filersCONGRESS WEALTH MANAGEMENT ENHANCED YIELD FUND LPNov 2019 · 2 co-filersCONGRESS WEALTH MANAGEMENT ENHANCED YIELD FUND LPOct 2019 · 2 co-filersVirtual Health Partners, Inc.Sep 2019 · 9 co-filers$2.0MVirtual Health Partners, Inc.May 2019 · 14 co-filers$5.5MEQT Infrastructure IV Co-Investment (D) SCSpMay 2019 · 19 co-filersAberdeen Institutional Commingled Funds, LLCMay 2019 · 17 co-filersEQT VIII Co-Investment (D) SCSpApr 2019 · 19 co-filersEQT Infrastructure IV Co-Investment (B) SCSpApr 2019 · 19 co-filersVirtual Health Partners, Inc.Apr 2018 · 14 co-filers$4.6MDavlyn Group Holdings, LLCApr 2018 · 5 co-filers$17.1M
Derived from public SEC Form D (Reg D) filings; entities resolved probabilistically. See Congress in the interactive graph →