# Emery Partners LLC

> Emery Partners LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 336787
- Filed as: EMERY PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/336787
- AdvisorCensus page: https://advisorcensus.com/firm/emery-partners-llc-boston-ma-336787

## Quick answers

**How is Emery Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Emery Partners LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Emery Partners LLC charge?**
Its Form ADV Part 2A brochure dated March 17, 2026 states: Flat fee: $3,000 to $20,000 (Consulting services); Subscription: $5,000 a month (Consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Emery Partners LLC located?**
Emery Partners LLC's principal office is in Boston, MA, according to its Form ADV.

**Is Emery Partners LLC registered with the SEC or a state?**
Emery Partners LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336787.

**How much does Emery Partners LLC manage?**
Emery Partners LLC reports $78,362,924 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**How have Emery Partners LLC's assets and staff changed since 2025?**
In the Form ADV data for Emery Partners LLC: Regulatory assets under management: $0 in the October 2025 data and $78,362,924 in the October 2026 data. Total employees: 2 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Emery Partners LLC serve?**
By number of clients on Form ADV Item 5.D: investment companies (1).

**Does Emery Partners LLC 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/336787

**Does Emery Partners LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 17, 2026 says: "Emery has an account minimum of $250,000. We will make exceptions to this minimum under certain circumstances."

**What changed in Emery Partners LLC's recent Form ADV filings?**
In the December 2025 filing data: Regulatory assets under management went from $0 to $79,736,047.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 17, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> Emery has an account minimum of $250,000. We will make exceptions to this minimum under certain circumstances.

- Flat fee: $3,000 to $20,000 (Consulting services)

> Emery provides consulting services as a fixed rate or monthly fee depending on the nature and complexity of the client’s situation. Consulting services fees will range from $3,000 to $20,000

- Subscription: $5,000 a month (Consulting services)

> Consulting services fees will range from $3,000 to $20,000 with an average fee of $5,000 paid monthly in advance.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $78,362,924
- Discretionary: $78,362,924
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $78,362,924 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 2 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)
- emerypartnersllc.com
- emerypartnersllc.com/epics

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 2 | July 24, 2025 |
| October 2026 | $78,362,924 | 4 | March 17, 2026 |

Regulatory assets under management: $0 in the October 2025 data and $78,362,924 in the October 2026 data.
Total employees: 2 in October 2025 and 4 in October 2026.

## Changes in the filing (last 12 months)

### December 2025
- Regulatory assets under management went from $0 to $79,736,047.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Emery Partners LLC (CRD 336787): Form ADV filing data as of October 2026.