|
⚲
|
| Keyboard |
| Emery Partners LLC
✚
|
|
|---|---|
| CRD # | 336787 |
| SEC # | 801-133801 |
| CIK # | |
| AUM | 78.4 M (2026-03-17) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 617-762-0090 |
| Address | 53 State Street Boston, MA 02109 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 | 1 | 78.4 |
| (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 | 1 | 78.4 |
| By Discretionary | ||
| Discretionary | 1 | 78.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 78.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 78.4 | |
| Total | 1 | 78.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Comparable Firms | State | AUM |
|---|---|---|
|
Meketa Capital LLC
✚
|
CO | 83.0 M |
|
Baird Principal Group Management Company II LLC
✚
|
WI | 81.7 M |
|
Kelly Strategic Management LLC
✚
|
CO | 81.7 M |
|
Palmer Square Private Credit Management LLC
✚
|
KS | 77.2 M |
|
Bin Yuan Capital Cayman Limited
✚
|
76.0 M | |
|
as Trigon Asset Management
✚
|
75.9 M | |
|
Gensen Asset Management Inc
✚
|
75.0 M | |
|
Neocap LLC
✚
|
74.5 M | |
|
USA Mutuals Advisors Inc
✚
|
MA | 73.7 M |
|
Dekoning and Company LLC
✚
|
RI | 73.7 M |