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Emergent Financial Services, LLC.

● SEC registered since 2018CRD 288434SEC# 801-114160Charlottesville, VA
Export (members)
Reg. AUM
$195.2M
Employees
5
Accounts
250
Location
Charlottesville, VA

Emergent Financial Services, LLC. assets under management

Emergent Financial Services, LLC. operates as an SEC-registered investment adviser based in Charlottesville, VA. The firm has been registered since 2018. It reports $195.2 million in regulatory assets under management and employs 5 people.
www.emergentfs.comView on SEC.gov ↗

Emergent Financial Services, LLC. owners & executives

4 reported
NameTitleOwnershipSince
Alexander Xavier Urpi ControlCeo/Cco/Managing Partner10-25%2017
Michael Xavier UrpiResearcher/Nonmanaging Partner10-25%2017
Nickolas Xavier UrpiResearcher/Nonmanaging Partner10-25%2017
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Frequently asked questions

How much does Emergent Financial Services, LLC. manage?

Emergent Financial Services, LLC. reports $195.2 million in regulatory assets under management on its Form ADV.

How many employees does Emergent Financial Services, LLC. have?

Emergent Financial Services, LLC. reports 5 employees.

Where is Emergent Financial Services, LLC. located?

Emergent Financial Services, LLC. is based in Charlottesville, VA and has been SEC-registered since 2018.

Does Emergent Financial Services, LLC. disclose fund performance?

Emergent Financial Services, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address310 Old Ivy Way Ste 302, Suite 302, Charlottesville, VA 22903
Phone434-260-1690
Fax434-529-6536
Office hours8:30 a.m. - 5:30 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$95.2M
Non-discretionary$100M
Total (RAUM)$195.2M