Emery Partners LLC

RIASEC RegisteredEst. 2025

Total AUM

$78.4M

Discretionary

$78.4M

100% of AUM

Avg account

$78.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 336787
Registered since: July 25, 2025
Fee structure: Percentage of AUM
Client types: Investment Companies100%
Services: Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Emery Partners LLC is an SEC-registered institutional RIA organized as a limited liability company and registered with the SEC in 2025. The firm serves institutional clients and provides portfolio management services specifically for investment companies. Ownership is reported as a combination of a domestic entity and an individual. Emery Partners charges fees based on a percentage of assets under management and is not described as a capital allocator or an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3

John Bosco
Chief Operating Officer, Investment Advisor RepresentativeCRD 6284583
Richard Blair
Chief Executive Officer, Investment Advisor Representative & Chief Compliance OfficerCRD 5995153
Jessica Roeper
Chief Compliance OfficerCRD 5900014