Emery Partners LLC provides investment management and consulting services with a strong focus on alternative investments and private markets, such as private equity, private credit, real estate, and hedge funds. Emery Partners LLC builds tailored portfolios for high net-worth investors, institutions, and other registered investment advisors. In addition to managing individual client portfolios, Emery Partners LLC manages private funds and a closed-end tender offer fund. Clients work with Emery Partners LLC through personalized interviews to align investments with their specific risk tolerance, financial goals, and liquidity needs. The firm also offers consulting services to other financial firms regarding business planning and private fund research.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fees generally vary from 0% to 1.00% based on assets managed and are negotiable. Certain accounts may also incur performance-based fees ranging from 0% to 20%.