Emerson Equity LLC
● SEC registered since 2021CRD 130032SEC# 801-120835San Mateo, CA
Reg. AUM
$321.7M
Employees
343
Accounts
682
Location
San Mateo, CA
Emerson Equity LLC assets under management
Emerson Equity LLC is an SEC-registered investment adviser based in San Mateo, CA. The firm has been registered since 2021. It reports $321.7 million in regulatory assets under management and employs 343 people.
Emerson Equity LLC owners & executives
5 reported| 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 |
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Join to unlock · $37/moFrequently asked questions
How much does Emerson Equity LLC manage?
Emerson Equity LLC reports $321.7 million in regulatory assets under management on its Form ADV.
How many employees does Emerson Equity LLC have?
Emerson Equity LLC reports 343 employees.
Where is Emerson Equity LLC located?
Emerson Equity LLC is based in San Mateo, CA and has been SEC-registered since 2021.
Does Emerson Equity LLC disclose fund performance?
Emerson Equity LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$321.7M▼ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 2%
More than 98% of 16,825 advisers
Assets under management
$321.7Mregulatory AUM
Discretionary $214.6MNon-discretionary $107.1M