PPrivate Fund Data Log in Join · $37/mo

Emery Partners, LLC

● SEC registered since 2025CRD 336787SEC# 801-133801Boston, MA
Export (members)
Reg. AUM
$79.7M
Employees
2
Accounts
1
Location
Boston, MA

Emery Partners, LLC assets under management

Emery Partners, LLC is a registered investment adviser overseen by the SEC based in Boston, MA. The firm has been registered since 2025. It reports $79.7 million in regulatory assets under management and employs 2 people.

Emery Partners, LLC owners & executives

5 reported
NameTitleOwnershipSince
Ctl Ai LLC ControlMember50-75%2025
Jessica J RoeperChief Compliance OfficerUnder 5%2025
Rover Holdings LLC ControlMember25-50%2025
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Emery Partners, LLC manage?

Emery Partners, LLC reports $79.7 million in regulatory assets under management on its Form ADV.

How many employees does Emery Partners, LLC have?

Emery Partners, LLC reports 2 employees.

Where is Emery Partners, LLC located?

Emery Partners, LLC is based in Boston, MA and has been SEC-registered since 2025.

Does Emery Partners, LLC disclose fund performance?

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

Contact & registration

Address53 State Street, 23 Fl, Boston, MA 02109
Phone617-762-0090
Office hours8:00a.m. - 5:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$79.7M
Non-discretionary$0
Total (RAUM)$79.7M