Emery Partners LLC
Emery Partners LLC is an SEC-registered ria in Boston, MA with $78.4M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Emery Partners LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 336787, SEC 801-133801, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $78.4M (2026-03-17)
- Firm type
- Ria
- Location
- Boston, MA
- Employees
- 4
- CRD
- 336787
- Ownership
- ROEPER, JESSICA, J; ROVER HOLDINGS LLC; BOSCO, JOHN, JOSEPH; CTL AI LLC; BLAIR, RICHARD, WILLIAM
How much AUM does Emery Partners LLC have?
Emery Partners LLC reported $78.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Emery Partners LLC?
Disclosed owners and executives of Emery Partners LLC include ROEPER, JESSICA, J, ROVER HOLDINGS LLC, BOSCO, JOHN, JOSEPH, CTL AI LLC, BLAIR, RICHARD, WILLIAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.