Emerging Technology Partners, LLC (Rockville)


Emerging Technology Partners, LLC is a large advisory firm based in Rockville. It manages $57 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Maryland.

Emerging Technology Partners provides portfolio management for pooled investment vehicles. 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 Technology Partners: assets under management

The assets under management (AUM) of Emerging Technology Partners, LLC is $57 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $57 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9.5 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Emerging Technology Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Rockville

The principal office where Emerging Technology Partners, LLC performs its advisory services is located at 1901 Research Blvd., Rockville, MD 20850, 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 301-222-2200. The normal business hours are 8-5pm on Monday - Friday. You can find more information about the New York firm at etpvc.com.