RIA Intelligence

EMERY PARTNERS, LLC

Legal name: EMERY PARTNERS LLC

CRD #336787 SEC #801-133801 BOSTON, MA 617-762-0090
SEC Registered
Total AUM
$79.7M
Discretionary
$79.7M
Employees
2
Clients
--
Accounts
1

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 25, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ROEPER, JESSICA, JICHIEF COMPLIANCE OFFICERNA Control
ROEPER, JESSICA, JICHIEF COMPLIANCE OFFICERNA
ROEPER, JESSICA, JICHIEF COMPLIANCE OFFICERNA
ROEPER, JESSICA, JICHIEF COMPLIANCE OFFICERNA
BLAIR, RICHARD, WILLIAMICHIEF EXECUTIVE OFFICERD Control
BLAIR, RICHARD, WILLIAMICHIEF EXECUTIVE OFFICERD Control
CTL AI LLCDEMEMBERD Control
CTL AI LLCDEMEMBERD Control
BOSCO, JOHN, JOSEPHICHIEF OPERATING OFFICERC Control
BOSCO, JOHN, JOSEPHICHIEF OPERATING OFFICERC Control
ROVER HOLDINGS LLCDEMEMBERC Control
ROVER HOLDINGS LLCDEMEMBERC Control

Registrations

Federal

IA
Sep 25, 2025 REGISTERED

Notice Filings (1)

MA

Address

53 STATE STREET
23 FL
BOSTON, MA 02109
United States
Phone: 617-762-0090