Emerson Equity LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Mateo, CA. Its latest Form ADV filing, dated April 8, 2026, reports $322M in regulatory assets under management, 343 employees, 9 offices, and 682 accounts.
Assets Under Management
$322M
Employees
343
Offices
9 offices
Total Clients
620
Primary office
SAN MATEO, CA
155 BOVET ROAD, SUITE 725, SAN MATEO, CA, United States
Top client segmentIndividuals represent 83.5% of total clients.
Top client categories% of clientsClients
1
Individuals
83.5%
518
2
HNWI
16.5%
102
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$322Mas of April 8, 2026
Discretionary66.7%
$215M
67% of total RAUM66.7%
Non-discretionary33.3%
$107M
33% of total RAUM33.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$322M
Total Accounts682
10Y AUM Change+$208M (+182.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees343
Clients per Employee2:1
10Y Employee Change+129 (+60.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.