Emery Partners, Llc
SEC-registered
Mutual Fund / Asset Manager · Boutique (under $100M)
CRD 336787
· SEC file 801-133801
· Boston, MA
· www.emerypartnersllc.com
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ADV data as of Mar 17, 2026
- Regulatory AUM
- $78.4M
- Discretionary
- $78.4M
- Clients
- 1
- Avg AUM / client
- $78.4M
- Accounts
- 1
- Employees
- 4
AUM over time
$0
$79.7M
Jun 2025
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $78.4M | 100.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Joseph Bosco | Registered representative | CFA | Aug 2025 (1y) | |
| Richard William Blair | Registered representative | CFA | Aug 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 907 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗