Investment adviser · CRD 333406
EMERGENT STRATEGIC PARTNERS, LLC
· Form ADV filed Jun 23, 2026
- Regulatory AUM
- $599M Form ADV · Item 5.F
- Client accounts
- 26 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 26 | $598,680,867 | 100.0% |
Filing source
Form ADV 2108704 · Jun 23, 2026 · Item 5.D
Reported by EMERGENT STRATEGIC PARTNERS, LLC (CRD 333406).
Final SEC ERA Report; Initial SEC Registration Request.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Private funds & service providers
26 detailed fund recordsLargest reported gross asset value first; unreported values last. Gross asset value is fund-level disclosure, distinct from adviser AUM and Form D fundraising. Master and feeder funds may overlap.
EMERGENT STRATEGIC PARTNER INVESTMENT VEHICLE, LLC - SERIES VIPrivate Equity Fund$6.7MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PLANTE & MORAN, PLLC
PCAOB 144
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
Fund details & source
- Fund ID
- 805-2732194806
- Reported beneficial owners
- 5
- Minimum commitment
- $100K
- Form D file number
- 021-516739
Form ADV 2108704 · Jun 23, 2026 · Schedule D 7.B.(1)
Reported by EMERGENT STRATEGIC PARTNERS, LLC (CRD 333406).
Final SEC ERA Report; Initial SEC Registration Request.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
HORIZON STRATEGIC PARTNERS LP - SERIES CANVA 1Private Equity Fund$6.33MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PLANTE & MORAN, PLLC
PCAOB 144
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
Fund details & source
- Fund ID
- 805-9081977325
- Reported beneficial owners
- 1
- Minimum commitment
- $0
- Form D file number
- 021-556155
Form ADV 2108704 · Jun 23, 2026 · Schedule D 7.B.(1)
Reported by EMERGENT STRATEGIC PARTNERS, LLC (CRD 333406).
Final SEC ERA Report; Initial SEC Registration Request.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
KV FAMILY HOLDINGS LLC - SERIES NEURALINK 1Private Equity Fund$3.3MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PLANTE & MORAN, PLLC
PCAOB 144
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
Fund details & source
- Fund ID
- 805-4493665019
- Reported beneficial owners
- 10
- Minimum commitment
- $0
- Form D file number
- 021-570006
Form ADV 2108704 · Jun 23, 2026 · Schedule D 7.B.(1)
Reported by EMERGENT STRATEGIC PARTNERS, LLC (CRD 333406).
Final SEC ERA Report; Initial SEC Registration Request.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
EMERGENT STRATEGIC PARTNER INVESTMENT VEHICLE, LLC - SERIES VPrivate Equity Fund$1.56MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PLANTE & MORAN, PLLC
PCAOB 144
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
Fund details & source
- Fund ID
- 805-8056981872
- Reported beneficial owners
- 17
- Minimum commitment
- $10K
- Form D file number
- 021-507393
Form ADV 2108704 · Jun 23, 2026 · Schedule D 7.B.(1)
Reported by EMERGENT STRATEGIC PARTNERS, LLC (CRD 333406).
Final SEC ERA Report; Initial SEC Registration Request.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
EMERGENT MYTHICAL SPV, LLCPrivate Equity Fund$1.4MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PLANTE &MORAN, PLLC
PCAOB 144
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
Fund details & source
- Fund ID
- 805-2901161574
- Reported beneficial owners
- 16
- Minimum commitment
- $10K
- Form D file number
- 021-521242
Form ADV 2108704 · Jun 23, 2026 · Schedule D 7.B.(1)
Reported by EMERGENT STRATEGIC PARTNERS, LLC (CRD 333406).
Final SEC ERA Report; Initial SEC Registration Request.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
EMERGENT STRATEGIC PARTNER INVESTMENT VEHICLE, LLC - SERIES IIIPrivate Equity Fund$625KGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PLANTE & MORAN, PLLC
PCAOB 144
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
Fund details & source
- Fund ID
- 805-9375255539
- Reported beneficial owners
- 10
- Minimum commitment
- $25K
- Form D file number
- 021-507390
Form ADV 2108704 · Jun 23, 2026 · Schedule D 7.B.(1)
Reported by EMERGENT STRATEGIC PARTNERS, LLC (CRD 333406).
Final SEC ERA Report; Initial SEC Registration Request.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
EMERGENT SMARTRR SPV, LLCPrivate Equity Fund$178KGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PLANTE & MORAN, PLLC
PCAOB 144
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
Fund details & source
- Fund ID
- 805-8123542137
- Reported beneficial owners
- 4
- Minimum commitment
- $10K
- Form D file number
- 021-507394
Form ADV 2108704 · Jun 23, 2026 · Schedule D 7.B.(1)
Reported by EMERGENT STRATEGIC PARTNERS, LLC (CRD 333406).
Final SEC ERA Report; Initial SEC Registration Request.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Services & filing details
Showing values from the selected filing. Latest observed filing does not establish current registration status.
What changed?
Since Mar 30, 2026 · previous imported filing
No comparable changes in the displayed metrics.
Filing source
Form ADV 2108704 · Jun 23, 2026 · Items 1 & 5
Reported by EMERGENT STRATEGIC PARTNERS, LLC (CRD 333406).
Final SEC ERA Report; Initial SEC Registration Request.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Management of assets
- Discretionary
- $599M
- Non-discretionary
- $0
Filing history · 2 annual filings
Adviser-level financial and staffing figures are unavailable in these annual filings. Select a filing to view its reported funds and providers.
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
CRD 333406
Filing source
Form ADV 2108704 · Jun 23, 2026 · Items 1 & 5
Reported by EMERGENT STRATEGIC PARTNERS, LLC (CRD 333406).
Final SEC ERA Report; Initial SEC Registration Request.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.