EMERY PARTNERS LLC

Overview

Emery Partners LLC is a limited liability company that registered with the SEC in 2025 and provides portfolio management services to investment companies and institutional clients. The firm operates on a percentage-of-assets fee model and runs discretionary mandates exclusively. Emery Partners is not positioned as a capital allocator — instead it relies on external managers and third-party funds to implement its strategies. The firm does not identify as an active ESG investor and is not organized as a multi-state adviser or pension consultant. Investment activity centers on institutional, outsourced portfolio management: Emery Partners constructs and oversees portfolios for a single large institutional client, using an allocation mix that leans on both public mutual fund exposures and third‑party alternative managers. Manager allocation interest is focused on strategies that can add yield, return enhancement and diversification — private equity, private credit, real estate and hedge funds are specifically used alongside mutual funds for core exposures.

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Location & Offices