RIA Intel›Advisers›Connecticut›EMSO ASSET MANAGEMENT US LLC

EMSO ASSET MANAGEMENT US LLC

Advisory

N·GREENWICH, CT

Data as of Oct 8, 2024 · Source: SEC Form ADV

Total AUM

$4.4B

1-Year AUM Growth

-20.4%

3-Year CAGR

-15.9%

Employees

6

Assets Under Management

Total AUM$4.4B

Discretionary AUM$4.4B

Non-Discretionary AUM$53M

Discretionary %98.8%

Total Clients12

Team

Total Employees6

Investment Advisers11

Employee Growth (1Y)-28.6%

Filing History

Total Filings on Record26

First FilingJun 3, 2013

Latest FilingOct 8, 2024

🔒 Full AUM trend chart and 26 historical filings spanning 11+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on EMSO ASSET MANAGEMENT US LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.