Emblem Group, L.P.
- Regulatory AUM
- $419M
- Discretionary
- $419M
- Clients
- 5
- Avg AUM / client
- $83.9M
- Accounts
- 5
- Employees
- 16
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 5 | $419M | 100.0% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $192M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Emblem Investments Fund I, L.P. | Private Equity Fund | Delaware | $177M | 8 |
| Emblem Investments Fund I A, L.P. | Private Equity Fund | Delaware | $10.0M | 3 |
| Emblem Investments Executive Fund, L.P. | Private Equity Fund | Delaware | $4.5M | 8 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cook, Patrick, Lindsey | Limited Partner, Managing Partner | Aug 2023 (3y) | ≈ 0% – 3.75% via Emblem Group, Llc | |
| Duffy, Ryan, James | Limited Partner, Managing Partner, Chief Compliance Officer | Aug 2023 (3y) | ≈ 0% – 3.75% via Emblem Group, Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Emblem Group Holdings Lp | Limited Partner | Aug 2024 | A | 75% or more |
| Emblem Group, Llc | General Partner | Aug 2023 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Cook, Patrick, Lindsey: 50% – 75% of Emblem Group, Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
- Duffy, Ryan, James: 50% – 75% of Emblem Group, Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $192M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Emblem Investments Fund I, L.P. | Private Equity Fund | $177M | $10.0M | 8 |
| Emblem Investments Fund I A, L.P. | Private Equity Fund | $10.0M | $10.0M | 3 |
| Emblem Investments Executive Fund, L.P. | Private Equity Fund | $4.5M | $10.0M | 8 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗