RIA Intel›Advisers›Delaware›EMERSON PARTNERS, LLC

EMERSON PARTNERS, LLC

Advisory

Data as of Jun 2, 2026 · Source: SEC Form ADV

Average account

$1M

across 43 accounts

AUM per adviser

$61M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 2, 2026.

Total AUM

$61M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$61M

Discretionary AUM$61M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients16

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, FL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

16 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in DE

Closest by assets under management. All figures from Form ADV.

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XSTAR FUND MANAGEMENT LLC

$60M

CONTINUUM GLOBAL ASSET MANAGEMENT, LLC

$62M

-41.6% 1Y

OPPORTUNITY INVESTMENT GROUP, LLC

$62M

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