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Emro Asset Management, LLC

Emro Asset Management, LLC. CRD 157178

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CRD: 157178

Emro Asset Management, LLC

Peoria, AZ
6317749950
$8.0M Total AUM
$8.0M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
TD Ameritrade
Clients
Retail
Platforms
CatalystHarbor
Established Date
05-06-2011
Office Locations
1

Office Locations

30636 North 117th Drive Peoria AZ

About Emro Asset Management, LLC

Kirkoswald is an investment manager focused on macro and emerging markets strategies across multiple investment products. The team applies a rigorous, top-down research process and continuous risk management, leveraging a global network of economists and analysts to identify themes and select efficient instruments across asset classes. Built on decades of market-cycle experience, the firm targets diversification and long-term outcomes amid volatility.

Team overview

-- AVG AGE
$8.0M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
5.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age

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Accredited Investors

Legacy Bridge

Asset Classes

Pioneer delta Delta frontier Matrix Atlas Horizon Vertex

Client Personas

Alpha

Custodian

Zenith Timber Catalyst North matrix

Investment Themes

Crest oak Momentum signal Beacon delta Timber Radial fusion

Investment Vehicles

North Catalyst insight

Platform

Unison delta

Services

Timber Prime foundation Atlas Element legacy Horizon fusion Fusion catalyst

Technology

Prime Ember

Owner & Executives

GREGORY SCOTT GOODMAN

GREGORY SCOTT GOODMAN

Chief Compliance Officer, Investment Advisor, Managing Member

CRD
#1187619
Ownership
75% or more
(636) 453-4865
matrix.momentum@valuecapital.com
in linkedin.com/in/delta-delta

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $8,000,000 --
Non-Discretionary $0 --
Total $8,000,000 --

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Separately Managed Accounts

Total SMA Asset: $8,000,000

$8.0M Total SMA
Equity - Exchange:
14.5%
Public Funds:
28.6%
Cash:
33.0%
Municipal Bonds:
23.9%
Asset class Assets Assets %
Equity - Exchange $556,421,827 14.5%
Public Funds $1,097,494,086 28.6%
Cash $1,266,339,330 33.0%
Municipal Bonds $917,136,666 23.9%
Total $3,837,391,909 100.0%

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