DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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SEC-registered adviser

E•••• P••••••• L••

Asset manager (funds and pooled vehicles)Boston, MassachusettsCRD 336787SEC 801-133801websiteIAPD
Legal name E•••• P•••••••• L••
Latest filing Mar 17, 2026
First filing on the tape Jul 24, 2025 · 4 filings
SEC status approved since Jul 25, 2025
RAUM
$78.4M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$39.2M
derived; firm RAUM over IAPD count
Employees
4
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$78.4M as of Mar 17, 2026
Jul 24, 2025$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)2 as of Mar 17, 2026
Jul 24, 20250 then
Employees (5.A)4 as of Mar 17, 2026
Jul 24, 20252 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Mar 17, 2026; every figure names its basis
RAUM per advisor
$39.2MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$78.4MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
2.0derivedItem 5.A over advisors
Advisors per office
2.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
portfolio management for investment companiesreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Investment companies$78.4M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
1reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • R•••••• J••••••• J• · Chief Compliance Officer
        since 05/2025 · owns less than 5%
      Entity owners
      • C•• A• L•• · Member
        direct · owns 50% to 75%
      • R•••• H••••••• L•• · Member
        direct · owns 25% to 50%
      Related persons
      Schedule D 7.A
      No related person reported.
      Office movement
      IAPD branch city; joins and departures in 12 months
      OfficeAdvisorsJoinedLeftTeams outForming
      Boston, Ma · principal200
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Employees · 2 to 4
        Sep 25, 2025 to Mar 17, 2026
      • State-registered IARs · 0 to 2
        Sep 25, 2025 to Mar 17, 2026
      • Discretionary RAUM · $79.7M to $78.4M
        Sep 25, 2025 to Mar 17, 2026
      • RAUM · $79.7M to $78.4M
        Sep 25, 2025 to Mar 17, 2026
      • Accounts · 0 to 1
        Jul 24, 2025 to Aug 8, 2025
      • Business name · E•••• P•••••••• L•• to E•••• P••••••• L••
        Jul 24, 2025 to Aug 8, 2025
      • Discretionary RAUM · $0 to $79.7M
        Jul 24, 2025 to Aug 8, 2025
      • RAUM · $0 to $79.7M
        Jul 24, 2025 to Aug 8, 2025
      Signals
      No event on the tape.
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Website
      emerypartnersllc.comreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      617-762-0090reportedpublic record, Form ADV, Mar 17, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
      RAUM per advisor
      $39.2Mderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026