The EMERSON EQUITY is a privately held investment adviser that advises $321.7mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. EMERSON EQUITY is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 181.95% over the last 5-years.
The Group has been registered with the SEC for 5.29 years and is comprised of 1 filing and 0 relying advisers. They operate out of 10 office locations with their Headquarters at 155 BOVET ROAD, SUITE 725, SAN MATEO, CALIFORNIA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 343 employees comprised of 84 investment and 259 non-investment staff. The total number of Employees increased by 60.28% over the last 5-years.
Their $321.7mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Individuals clients own $185.07mn or 57.53% of Total Assets and High Net Worth Individuals own $129.39mn or 40.22% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
EMERSON EQUITY names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.