EMA SMA LLC
Firm details
- Headquarters
- NAPLES, Florida
- CRD number
- 311671
- Website
- www.ema2.com
- Custodians
- RBC CAPITAL MARKETS LLC, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
EMA Sma LLC is a limited liability company that provides discretionary portfolio management for individuals, small businesses and institutional clients. The firm serves a very small, high-net-worth client base and charges both a percentage-of-AUM fee and performance-based fees. EMA Sma LLC does not identify as an active ESG investor. It also appears to act in sponsor/GP or managing-member roles for pooled investment vehicles, suggesting it can originate or manage private pooled vehicles in addition to client advisory work. Ownership is held at the individual level.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities93%
- Cash & Cash Equivalents5%
- Derivatives2%
Contacts
2 of 2DAVID FOLEY
Managing PartnerCRD 2666649
LAWRENCE LEPARD
Managing PartnerCRD 721071
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NAPLES, FL
COLLIER
Location
NAPLES, FL
Headquartered in NAPLES, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.
- Metro area
- Cape Coral-Fort Myers-Naples, FL
- Region
- South
- County
- COLLIER
- Address
- 4850 Tamiami Trl N
- Time zone
- ET (UTC-5)
- Office locations
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