EMERSON EQUITY LLC
CRD #130032 SEC #801-120835 SAN MATEO, CA 650-312-0200
SEC Registered Broker-Dealer
Total AUM
$327.9M
Discretionary
$179.9M
Employees
222
Clients
1
Accounts
1,091
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $327.9M | $179.9M | $148M | 222 | 39 |
| Aug 2025 | $327.9M | $179.9M | $148M | 222 | 39 |
| Jun 2025 | $327.9M | $179.9M | $148M | 222 | 39 |
| Mar 2025 | $327.9M | $179.9M | $148M | 222 | 39 |
| Mar 2024 | $176.2M | $140.9M | $35.2M | 222 | 39 |
| Feb 2024 | $189.3M | $106.3M | $83M | 208 | 3 |
| Nov 2023 | $189.3M | $106.3M | $83M | 208 | 3 |
| Oct 2023 | $189.3M | $106.3M | $83M | 208 | 3 |
| Jul 2023 | $189.3M | $106.3M | $83M | 208 | 3 |
| Apr 2023 | $189.3M | $106.3M | $83M | 208 | 3 |
| Mar 2023 | $189.3M | $106.3M | $83M | 208 | 3 |
| Jan 2023 | $231.5M | $231.5M | $0 | 225 | 5 |
| Jan 2023 | $231.5M | $231.5M | $0 | 225 | 5 |
| Nov 2022 | $231.5M | $231.5M | $0 | 225 | 5 |
| Nov 2022 | $231.5M | $231.5M | $0 | 225 | 5 |
| Nov 2022 | $231.5M | $231.5M | $0 | 225 | 5 |
| Oct 2022 | $231.5M | $231.5M | $0 | 225 | 5 |
| Sep 2022 | $231.5M | $231.5M | $0 | 225 | 5 |
| May 2022 | $231.5M | $231.5M | $0 | 225 | 5 |
| Apr 2022 | $231.5M | $231.5M | $0 | 225 | 5 |
| Mar 2022 | $231.5M | $231.5M | $0 | 225 | 5 |
| Mar 2022 | $231.5M | $231.5M | $0 | 225 | 5 |
| Feb 2022 | $231.5M | $231.5M | $0 | 225 | 5 |
| Feb 2022 | $231.5M | $231.5M | $0 | 225 | 5 |
| Feb 2022 | $231.5M | $231.5M | $0 | 225 | 5 |
| Jan 2022 | $231.5M | $231.5M | $0 | 225 | 5 |
| Jan 2022 | $231.5M | $231.5M | $0 | 225 | 5 |
| Jan 2022 | $114.1M | $114.1M | $0 | 214 | 5 |
| Nov 2021 | $114.1M | $114.1M | $0 | 214 | 5 |
| Nov 2021 | $114.1M | $114.1M | $0 | 214 | 5 |
| Oct 2021 | $114.1M | $114.1M | $0 | 214 | 5 |
| Oct 2021 | $114.1M | $114.1M | $0 | 214 | 5 |
| Oct 2021 | $114.1M | $114.1M | $0 | 214 | 5 |
| Oct 2021 | $114.1M | $114.1M | $0 | 214 | 5 |
| Sep 2021 | $114.1M | $114.1M | $0 | 214 | 5 |
| Sep 2021 | $114.1M | $114.1M | $0 | 214 | 5 |
| Aug 2021 | $114.1M | $114.1M | $0 | 214 | 5 |
| Aug 2021 | $114.1M | $114.1M | $0 | 214 | 5 |
| Aug 2021 | $114.1M | $114.1M | $0 | 214 | 5 |
| Jul 2021 | $114.1M | $114.1M | $0 | 214 | 5 |
| Jul 2021 | $114.1M | $114.1M | $0 | 214 | 5 |
| Jun 2021 | $114.1M | $114.1M | $0 | 214 | 5 |
| Mar 2021 | $114.1M | $114.1M | $0 | 214 | 5 |
| Mar 2021 | $114.1M | $114.1M | $0 | 214 | 5 |
| Apr 2012 | $30M | $30M | $0 | 11 | 120 |
| Apr 2012 | $30M | $30M | $0 | 11 | 120 |
| Mar 2012 | $30M | $30M | $0 | 11 | 120 |
| Mar 2011 | $28M | $28M | $0 | -- | -- |
| Sep 2010 | $31.6M | $31.6M | $0 | -- | -- |
| Jul 2010 | $31.6M | $31.6M | $0 | -- | -- |
| Jun 2010 | $31.6M | $31.6M | $0 | -- | -- |
DateOct 2025
Total AUM$327.9M
Discretionary$179.9M
Non-Disc.$148M
Employees222
Clients39
DateAug 2025
Total AUM$327.9M
Discretionary$179.9M
Non-Disc.$148M
Employees222
Clients39
DateJun 2025
Total AUM$327.9M
Discretionary$179.9M
Non-Disc.$148M
Employees222
Clients39
DateMar 2025
Total AUM$327.9M
Discretionary$179.9M
Non-Disc.$148M
Employees222
Clients39
DateMar 2024
Total AUM$176.2M
Discretionary$140.9M
Non-Disc.$35.2M
Employees222
Clients39
DateFeb 2024
Total AUM$189.3M
Discretionary$106.3M
Non-Disc.$83M
Employees208
Clients3
DateNov 2023
Total AUM$189.3M
Discretionary$106.3M
Non-Disc.$83M
Employees208
Clients3
DateOct 2023
Total AUM$189.3M
Discretionary$106.3M
Non-Disc.$83M
Employees208
Clients3
DateJul 2023
Total AUM$189.3M
Discretionary$106.3M
Non-Disc.$83M
Employees208
Clients3
DateApr 2023
Total AUM$189.3M
Discretionary$106.3M
Non-Disc.$83M
Employees208
Clients3
DateMar 2023
Total AUM$189.3M
Discretionary$106.3M
Non-Disc.$83M
Employees208
Clients3
DateJan 2023
Total AUM$231.5M
Discretionary$231.5M
Non-Disc.$0
Employees225
Clients5
DateJan 2023
Total AUM$231.5M
Discretionary$231.5M
Non-Disc.$0
Employees225
Clients5
DateNov 2022
Total AUM$231.5M
Discretionary$231.5M
Non-Disc.$0
Employees225
Clients5
DateNov 2022
Total AUM$231.5M
Discretionary$231.5M
Non-Disc.$0
Employees225
Clients5
DateNov 2022
Total AUM$231.5M
Discretionary$231.5M
Non-Disc.$0
Employees225
Clients5
DateOct 2022
Total AUM$231.5M
Discretionary$231.5M
Non-Disc.$0
Employees225
Clients5
DateSep 2022
Total AUM$231.5M
Discretionary$231.5M
Non-Disc.$0
Employees225
Clients5
DateMay 2022
Total AUM$231.5M
Discretionary$231.5M
Non-Disc.$0
Employees225
Clients5
DateApr 2022
Total AUM$231.5M
Discretionary$231.5M
Non-Disc.$0
Employees225
Clients5
DateMar 2022
Total AUM$231.5M
Discretionary$231.5M
Non-Disc.$0
Employees225
Clients5
DateMar 2022
Total AUM$231.5M
Discretionary$231.5M
Non-Disc.$0
Employees225
Clients5
DateFeb 2022
Total AUM$231.5M
Discretionary$231.5M
Non-Disc.$0
Employees225
Clients5
DateFeb 2022
Total AUM$231.5M
Discretionary$231.5M
Non-Disc.$0
Employees225
Clients5
DateFeb 2022
Total AUM$231.5M
Discretionary$231.5M
Non-Disc.$0
Employees225
Clients5
DateJan 2022
Total AUM$231.5M
Discretionary$231.5M
Non-Disc.$0
Employees225
Clients5
DateJan 2022
Total AUM$231.5M
Discretionary$231.5M
Non-Disc.$0
Employees225
Clients5
DateJan 2022
Total AUM$114.1M
Discretionary$114.1M
Non-Disc.$0
Employees214
Clients5
DateNov 2021
Total AUM$114.1M
Discretionary$114.1M
Non-Disc.$0
Employees214
Clients5
DateNov 2021
Total AUM$114.1M
Discretionary$114.1M
Non-Disc.$0
Employees214
Clients5
DateOct 2021
Total AUM$114.1M
Discretionary$114.1M
Non-Disc.$0
Employees214
Clients5
DateOct 2021
Total AUM$114.1M
Discretionary$114.1M
Non-Disc.$0
Employees214
Clients5
DateOct 2021
Total AUM$114.1M
Discretionary$114.1M
Non-Disc.$0
Employees214
Clients5
DateOct 2021
Total AUM$114.1M
Discretionary$114.1M
Non-Disc.$0
Employees214
Clients5
DateSep 2021
Total AUM$114.1M
Discretionary$114.1M
Non-Disc.$0
Employees214
Clients5
DateSep 2021
Total AUM$114.1M
Discretionary$114.1M
Non-Disc.$0
Employees214
Clients5
DateAug 2021
Total AUM$114.1M
Discretionary$114.1M
Non-Disc.$0
Employees214
Clients5
DateAug 2021
Total AUM$114.1M
Discretionary$114.1M
Non-Disc.$0
Employees214
Clients5
DateAug 2021
Total AUM$114.1M
Discretionary$114.1M
Non-Disc.$0
Employees214
Clients5
DateJul 2021
Total AUM$114.1M
Discretionary$114.1M
Non-Disc.$0
Employees214
Clients5
DateJul 2021
Total AUM$114.1M
Discretionary$114.1M
Non-Disc.$0
Employees214
Clients5
DateJun 2021
Total AUM$114.1M
Discretionary$114.1M
Non-Disc.$0
Employees214
Clients5
DateMar 2021
Total AUM$114.1M
Discretionary$114.1M
Non-Disc.$0
Employees214
Clients5
DateMar 2021
Total AUM$114.1M
Discretionary$114.1M
Non-Disc.$0
Employees214
Clients5
DateApr 2012
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees11
Clients120
DateApr 2012
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees11
Clients120
DateMar 2012
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees11
Clients120
DateMar 2011
Total AUM$28M
Discretionary$28M
Non-Disc.$0
Employees--
Clients--
DateSep 2010
Total AUM$31.6M
Discretionary$31.6M
Non-Disc.$0
Employees--
Clients--
DateJul 2010
Total AUM$31.6M
Discretionary$31.6M
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$31.6M
Discretionary$31.6M
Non-Disc.$0
Employees--
Clients--