Investment adviser · CRD 328735
EMERGENT VENTURE PARTNERS
Investment adviser filing (IA)
EMERGENT VENTURE PARTNERS, LLC
SOUTH JORDAN, UT, United States · Form ADV filed Dec 7, 2023
- Regulatory AUM
- $250K Form ADV · Item 5.F
- Client accounts
- 2 Accounts, not individual clients
- Employees
- 0 Reported in this filing
- Advisory professionals
- 0 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 |
|---|---|---|---|
| Individuals | Fewer than 5 | $125,000 | 50.0% |
| High-net-worth individuals | Fewer than 5 | $125,000 | 50.0% |
Filing source
Form ADV 1799857 · Dec 7, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Dec 7, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
11541 HARVEST CREST WAYSOUTH JORDAN, UT, 84009, United States
CRD 328735
Filing source
Form ADV 1799857 · Dec 7, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.