Emerging Managers Group, L.P. (New York)


Emerging Managers Group, L.P. is a large advisory firm based in New York. It manages $100 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Florida and New York.

Emerging Managers Group provides portfolio management for pooled investment vehicles, selection of other advisers, educational seminars and workshops, and research. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Emerging Managers Group: assets under management

The assets under management (AUM) of Emerging Managers Group, L.P. is $100 million. The firm's AUM has gone down by -11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Emerging Managers Group, L.P. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Grail Partners Llc Shareholder 1 Oct 2006 25% - 50% 59-3797643
Kathleen Ann Corbet Managing member 1 May 2008 75% - 100% 2198643
Douglas Geertz Beneficial owner 1 Nov 2010 75% - 100% 5925314
Marc Ragnar Rothfeldt Beneficial owner 1 Dec 2010 75% - 100% 1574124
Dennis Lars Klemming Beneficial owner 1 Apr 2011 75% - 100% 2241919

Based in New York

The principal office where Emerging Managers Group, L.P. performs its advisory services is located at 599 Lexington Ave, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-688-6410 or by fax 646-478-9161. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at emergingmanagersgroup.com.