Congress Park Capital LLC
Congress Park Capital LLC is an investment advisory firm headquartered in Saratoga Springs, New York. Founded in 2009, the firm is solely owned by Eric Brodwin, who serves as Managing Principal. With a lean team of 3 employees, it primarily serves high net worth individuals, along with some individual and pension accounts. Congress Park Capital specializes in personalized, discretionary investment management services, managing hundreds of millions in assets for its clients.
Investment Strategy
Congress Park Capital LLC manages a diversified, primarily long-only equity portfolio with a strong focus on large-cap growth U.S. and international stocks. The firm tailors investment strategies to the needs of high-net-worth clients, allocating capital across sectors with a concentration in technology and consumer sectors. Its investment philosophy emphasizes rigorous fundamental analysis, stock selection based on earnings and growth potential, and risk management through diversified holdings. They act as discretionary managers, making independent investment decisions on behalf of clients, with all assets currently under discretionary management.
Top Holdings
Equity Positions (123)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JFR | NUVEEN FLOATING RATE INCOME | 7.01% | $22.6M | 2,758,932 | $8.47 | $8.18 | -$1.3M |
I IVV | ISHARES TR | 6.11% | $19.6M | 29,349 | $515.64 | $669.30 | +$3.5M |
N NEA | NUVEEN AMT FREE QLTY MUN INC | 4.06% | $13.1M | 1,147,500 | $11.66 | $11.39 | -$1.2M |
A AMZN | AMAZON COM INC | 4.06% | $13.1M | 59,443 | $84.07 | $219.57 | +$31.5K |
I ICSH | ISHARES TR | 3.83% | $12.3M | 242,676 | $50.66 | $50.75 | +$802.2K |