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| Happy Holidays!! thanks for using AUM13F!! |
| Emissary Wealth LLC
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| CRD # | 308002 |
| SEC # | 801-122285 |
| CIK # | |
| AUM | $156.1 M (2025-03-21) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 201-853-9103 |
| Address | 2 University Plaza Drive, Suite 511 Hackensack, NJ 07601 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Crescita Ventures LP | [2023-06-26] | 11.2 | 16.6 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 143 | 45.5 |
| (b) Individuals (high net worth individuals) | 37 | 93.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 16.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 849 | 156.1 |
| By Discretionary | ||
| Discretionary | 849 | 156.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 849 | 156.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.9 | |
| United States Persons | 152.2 | |
| Total | 849 | 156.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Chris Cacchiola | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lane Brothers & Co Inc
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|
AZ | 0.2 |
|
Portus Wealth Advisors LLC
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|
NC | 0.2 |
|
Harbor Ithaka WM LLC
✚
|
FL | 0.2 |
|
Golden K Wealth Management LLC
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|
CA | 0.2 |
|
BOON Capital Advisors LLC
✚
|
IL | 0.2 |
|
M2G Ventures LLC
✚
|
TX | 0.2 |
|
Wellington Wealth Strategies LLC
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|
IN | 0.1 |
|
Olive Street Capital Partners LLC
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|
CA | 0.1 |
|
Freedom Family Office LLC
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|
0.1 | |
|
Lanier Asset Management LLC
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|
KY | 0.1 |