Emerson Investment Management LLC

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Assets, Funds, Holdings

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Emerson Investment Management LLC
CRD #104659
SEC #801-24250
CIK #0000774602
AUM
Employees 15 (53% Investors, 0% Brokers)
Phone617-695-1516
Address30 Federal Street
Boston, MA 02110
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
80064048032016001999200620132021
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 911 700.9
By Discretionary
Discretionary 907 675.2
Non-Discretionary 4 25.7
Total 911 700.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 700.9
Total 911 700.9
EDGAR Form CIK 2011 - 2023
13F-HR [0000774602]
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