Emery Partners LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 336787
- Registered since
- July 25, 2025
- Website
- www.emerypartnersllc.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Emery Partners LLC is a limited liability company that operates as an institutional registered investment adviser. The firm is SEC-registered (registration year 2025) and bills clients on a percentage-of-assets-under-management basis. Its client base is institutional, and its stated advisory activity is portfolio management for investment companies. Emery Partners does not describe itself as an active ESG investor and is not structured as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
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
- 53 State St
- Time zone
- ET (UTC-5)
- Office locations
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