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EMERY PARTNERS LLC

EMERY PARTNERS, LLC

CRD 336787 · SEC 801-133801

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53 STATE STREET, 23 FL, BOSTON, MA, 02109, United States

Phone

617-762-0090

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$78.4M

Discretionary AUM

$78.4M

Team

4 total employees; 2 advisory reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-17

Disciplinary history

No

Services

Portfolio management (investment companies)

Client types

TypeClientsAUM
Investment companies1$78.4M

States served

MA

All web addresses on file

Official SEC filing: View on IAPD