| Name | Title | Ownership | Since |
|---|---|---|---|
| Dominic Julio Baldini Control | Managing Member, President, General Securities Principal, Chief Compliance Officer, Options Principal, Muni Principal, Finop | Over 75% | 2003 |
| Kathleen Frances Morrissey | Chief Operations Officer | Under 5% | 2016 |
| Sean Kristian Snyder | Chief Strategy Officer | Under 5% | 2017 |
Emerson Equity LLC reports $327.9 million in regulatory assets under management on its Form ADV.
Emerson Equity LLC reports 222 employees.
Emerson Equity LLC is based in San Mateo, CA and has been SEC-registered since 2021.
Emerson Equity LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 155 Bovet Road, Suite 725, San Mateo, CA 94402 |
| Phone | 650-312-0200 |
| Fax | 650-312-0206 |
| Office hours | 6:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $179.9M |
| Non-discretionary | $148M |
| Total (RAUM) | $327.9M |