Data / Investment advisers / Massachusetts / Emery Partners LLC
Emery Partners LLC, Boston, MA: $78.4 million AUM, SEC registered investment adviser
Emery Partners LLC is an SEC registered investment adviser with its main office in Boston, Massachusetts and reports $78.4 million in regulatory assets under management in its Form ADV filed March 17, 2026. Its clients include investment companies. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 336787
- SEC file number
- 801-133801
- SEC status
- Approved, effective July 25, 2025
- Legal name
- Emery Partners, LLC
- Main office
- 53 State Street 23 FL, Boston, MA 02109
- Phone
- (617) 762-0090
- Website
- emerypartnersllc.com
- Regulatory AUM
- $78,362,924 in the Form ADV filed March 17, 2026
- Discretionary AUM
- $78,362,924
- Accounts
- 1
- Employees
- 4, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $78.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $78.4 million | March 17, 2026 |
| December 1, 2025 | $79.7 million | September 25, 2025 |
Other advisers in Boston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Beyond Your Hammock LLC | Boston | $115.4 million | Not listed | adviserinfo.sec.gov |
| Dardanelles Capital LP | Boston | $114.2 million | 1 | adviserinfo.sec.gov |
| Sequentis Capital LLC | Boston | $101.5 million | Not listed | adviserinfo.sec.gov |
| Timbuktu Capital Management, LLC | Boston | $98.6 million | Not listed | adviserinfo.sec.gov |
| Algorithmic Investment Models | Boston | $90.9 million | Not listed | adviserinfo.sec.gov |
| Abry Partners, LLC | Boston | $69.3 million | 2 | adviserinfo.sec.gov |
| Entrepreneurshares LLC | Boston | $50.4 million | Not listed | adviserinfo.sec.gov |
| Raptor Capital Management LP | Boston | Not listed | 28 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boston, MA
- Investment advisers in Massachusetts
- Advisers with $50 million to $100 million in AUM
- Advisers serving investment companies
- Emery Partners LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.