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Emergent Strategic Partners, LLC: new SEC registration, $599M AUM,
Emergent Strategic Partners, LLC: new SEC registration, $599M AUM, . Its amount of 599 is top-decile (90th percentile of 1,149 records). Dated 106 days ago, it serves as a historical benchmark. Score 55/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 599 · 90th percentile of 1,149 NewRiaPulse records · 4.5x the median
Free preview: all 10 published fields of this record are shown below. Locked: 499 related NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Emergent Strategic Partners, LLC |
| Legal name | Emergent Strategic Partners, LLC |
| CRD | 333406 |
| Status | Approved |
| Registered with the SEC | 2026-07-21 |
| Latest Form ADV filing | 2026-07-20 |
| Regulatory AUM | $598,680,867 |
| Accounts | 26 |
| Employees | 5 |
| Website | https://www.linkedin.com/company/emergent-strategic-partners |
| amount percentile | 90th of 1,149 (median 134, 4.5x median) |
| Peer records CSV (500 records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-07-21
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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55 / 100 Score
- $599M under management.
- Website on file.
What is the NewRiaPulse record for Emergent Strategic Partners, LLC?
Emergent Strategic Partners, LLC received SEC registration as an investment adviser (2026-07-21) with $598,680,867 in regulatory assets under management, based in .
How does Emergent Strategic Partners, LLC compare to other NewRiaPulse records?
This is a top-decile record: its amount of 599 is 4.5x the median of 134 across 1,149 records. It is 106 days old; check the official source for later updates before acting.
Emergent Strategic Partners, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date | Compare |
|---|---|---|---|---|---|
| Emergent Strategic Partners, LLC | 599 | 90th | 2026-07-21 | This record | |
| Florida Atlantic Securities Corp. | Miami, FL | 590 | 90th | 2026-08-05 | Compare Emergent Strategic Partners, LLC vs Florida Atlantic Securities Corp. → |
| Whiterock Wealth Design, LLC | Fayetteville, AR | 633 | 91st | 2026-06-04 | View record → |
| Banyan Tree Advisors Pvt. LTD. | Bangalore | 562 | 90th | 2026-08-20 | View record → |
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NewRiaPulse: $500M-$1B NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.