Emblem Group, L.P.
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 329533
- Registered since
- April 30, 2024
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Emblem Group, L.P. is a limited partnership organized as a private equity fund that serves institutional clients. The firm is SEC-registered (2024) and operates with a dual fee model combining a percentage-of-AUM fee and performance-based compensation. Emblem Group discloses business activities as a CPO/CTA and provides portfolio management for pooled investment vehicles; it also functions in sponsor/GP/managing-member roles for those vehicles. The firm is identified as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Ryan Duffy
Managing Partner and Chief Compliance OfficerCRD 4819293
Contacts
1 of 1Patrick Cook
Managing PartnerCRD 5378444
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 200 Clarendon St
- Time zone
- ET (UTC-5)
- Office locations
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