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EMERY PARTNERS

Business and Investment Profile

The EMERY PARTNERS is a privately held investment adviser that advises $83.1mn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. EMERY PARTNERS is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets remained the same over the last few years.

Regulatory Profile

The Group has been registered with the SEC for 1.02 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 53 STATE STREET 23 FL, BOSTON, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 4 employees comprised of 2 investment and 2 non-investment staff. The total number of Employees increased by 100% over the last 1-years.

Asset Profile

Their $83.1mn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 0 other accounts. Assets of Investment Companies (IC) clients total $83.1mn or 100% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include FI/Credit - Diverse, representing 100% of total assets, respectively.

Client Profile

They advise 1 types of clients, top clients are Investment Companies (IC).

Service Provider Profile

The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses management fees.

Sub-Advisers

EMERY PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: EMERY PARTNERS

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Keywords: Emery Partners, Emery
Generated 2026-09-12T06:53:43.308422.  © 2026 Convergence.