# Emblem Group, L.P.

> Emblem Group, L.P. is an SEC-registered investment advisory firm in Boston, MA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 4, 2026.

- CRD: 329533
- Filed as: EMBLEM GROUP, L.P.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: September 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329533
- AdvisorCensus page: https://advisorcensus.com/firm/emblem-group-l-p-boston-ma-329533

## Quick answers

**How is Emblem Group, L.P. compensated?**
On its Form ADV (Item 5.E, October 2026), Emblem Group, L.P. reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Emblem Group, L.P. located?**
Emblem Group, L.P.'s principal office is in Boston, MA, according to its Form ADV.

**Is Emblem Group, L.P. registered with the SEC or a state?**
Emblem Group, L.P. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329533.

**How much does Emblem Group, L.P. manage?**
Emblem Group, L.P. reports $419,422,918 in regulatory assets under management in its Form ADV filing dated September 4, 2026 (100% discretionary).

**How have Emblem Group, L.P.'s assets and staff changed since 2024?**
In the Form ADV data for Emblem Group, L.P.: Regulatory assets under management: $191,950,000 in the October 2024 data and $419,422,918 in the October 2026 data, up 119%. Total employees: 4 in October 2024 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Emblem Group, L.P. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (5).

**Does Emblem Group, L.P. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/329533

**What changed in Emblem Group, L.P.'s recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $419,422,918
- Discretionary: $419,422,918
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $419,422,918 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 16 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [emblem.investments](https://emblem.investments)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $191,950,000 | 4 | September 18, 2024 |
| October 2025 | $248,124,368 | 6 | March 31, 2025 |
| October 2026 | $419,422,918 | 16 | September 4, 2026 |

Regulatory assets under management: $191,950,000 in the October 2024 data and $419,422,918 in the October 2026 data, up 119%.
Total employees: 4 in October 2024 and 16 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 5 to 10.
- Regulatory assets under management went from $248,124,368 to $419,422,918 (+69%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Emblem Group, L.P. (CRD 329533): Form ADV filing data as of October 2026.