Emerson Equity LLC
Emerson Equity LLC is an SEC-registered mass-market adviser in San Mateo, CA with $321.7M assets under management (AUM, regulatory AUM), -2% over one year. See who owns Emerson Equity LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 130032, SEC 801-120835, data through 2026-04-08.
- AUM (assets under management / regulatory AUM)
- $321.7M (2026-04-08)
- Firm type
- Mass-Market Adviser
- Location
- San Mateo, CA
- Employees
- 343
- Clients
- 620
- CRD
- 130032
- Ownership
- BALDINI, DOMINIC JULIO; OCEANIC PARTNERS, INC.; SULLIVAN, TIMOTHY EVAN; MORRISSEY, KATHLEEN FRANCES; SNYDER, SEAN KRISTIAN
How much AUM does Emerson Equity LLC have?
Emerson Equity LLC reported $321.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-08).
Who owns Emerson Equity LLC?
Disclosed owners and executives of Emerson Equity LLC include BALDINI, DOMINIC JULIO, OCEANIC PARTNERS, INC., SULLIVAN, TIMOTHY EVAN, MORRISSEY, KATHLEEN FRANCES, SNYDER, SEAN KRISTIAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.