EMBLEM GROUP, L.P.

RIASEC RegisteredEst. 2024
Total AUM
$419M
Discretionary
$419M
100% of AUM
Avg account
$83.9M
Accounts
5
Employees
16
Advisory reps
2

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
329533
Registered since
April 30, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Emblem Group, L.P. is a limited partnership structured as a private equity fund manager and registered with the SEC in 2024. The firm acts as a sponsor and general partner or managing member for pooled investment vehicles and also carries CPO/CTA responsibilities, indicating direct involvement in commodity and managed account activity alongside private equity management. Its client base is institutional, and the business mix centers on portfolio management for pooled vehicles with fee arrangements that combine a percentage of assets under management and performance-based fees. Investment activity is concentrated in alternative strategies, with a primary emphasis on private equity alongside allocations to hedge funds, real estate, commodities and oil & gas. Emblem Group tends to operate with a small number of large institutional relationships and runs multiple private funds—suggesting a focus on bespoke fund-level management, co-investments and sponsor-driven deal flow. The firm identifies as an active ESG investor, incorporating environmental, social and governance considerations into its selection and monitoring processes.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • RYAN DUFFY

    Managing Partner and Chief Compliance OfficerCRD 4819293

Contacts

1 of 1
  • PATRICK COOK

    Managing PartnerCRD 5378444

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
200 Clarendon St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth