Emery Partners LLC

RIASEC Registered

Total AUM

$78.4M

Discretionary

$78.4M

100% of AUM

Avg account

$78.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 336787
Registered since: July 25, 2025
Website: www.emerypartnersllc.com
Fee structure: Percentage of AUM
Client types: Investment Companies100%
Services: Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Emery Partners LLC is a limited liability company that operates as an institutional registered investment adviser. The firm is SEC-registered (registration year 2025) and bills clients on a percentage-of-assets-under-management basis. Its client base is institutional, and its stated advisory activity is portfolio management for investment companies. Emery Partners does not describe itself as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3

John Bosco
Chief Operating Officer, Investment Advisor RepresentativeCRD 6284583
Richard Blair
Chief Executive Officer, Investment Advisor Representative & Chief Compliance OfficerCRD 5995153
Jessica Roeper
Chief Compliance OfficerCRD 5900014