Emery Partners, LLC
● SEC registered since 2025CRD 336787SEC# 801-133801Boston, MA
Reg. AUM
$78.4M
Employees
4
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 $78.4 million in regulatory assets under management and employs 4 people.
Emery Partners, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ctl Ai LLC Control | Member | 50-75% | 2025 |
| Jessica J Roeper | Chief Compliance Officer | Under 5% | 2025 |
| Rover Holdings LLC Control | Member | 25-50% | 2025 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Emery Partners, LLC manage?
Emery Partners, LLC reports $78.4 million in regulatory assets under management on its Form ADV.
How many employees does Emery Partners, LLC have?
Emery Partners, LLC reports 4 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
| Address | 53 State Street, 23 Fl, Boston, MA 02109 |
| Phone | 617-762-0090 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$78.4M▼ 2%
Aug '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$78.4Mregulatory AUM
Discretionary $78.4M