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§ Private Profile · 157 Columbus Avenue. Suite 540. New York, NY 10023, USA
Investment manager managing private credit and asset-based loan participations for family offices in US middle market energy & infrastructure.
Key people at EMM Investments.
EMM Investments is a New York-based firm that manages private credit investments and asset-based loan participations within the energy and infrastructure sectors. Operating as the credit investment arm of a family office, the firm has participated in over $200 million in the United States middle-market private credit loans. The organization executes its strategy through limited partnerships such as EMM Asia Fund I, which provided a $2.8 million bridge loan for Latshaw Drilling. The firm is closely associated with EMM Wealth, a wealth management entity that reached $3 billion in assets under management before merging with Cerity Partners in 2021. While the exact founding year of the investments arm is undisclosed, it was established by founder Tal, and its affiliated wealth management business was founded in 1968 by Michael Stein, John Gold, and William Aaron.
Key people at EMM Investments.
I can prepare that profile, but “EMM Investments” is ambiguous — there are multiple companies and funds with the name or the EMM ticker (examples include EMM Investments, LLC (manager of EMM Asia Fund) mentioned in a 2019 deal sheet[1], a UK-registered EMM INVESTMENTS LIMITED company record[2], and unrelated firms using the initials EMM such as EMM Financial Services and the ETF ticker EMM for Global X)[1][2][4][5]. Which of the following did you mean?
Tell me which one to profile (or paste a link to the exact entity), and I’ll produce the requested High-Level Overview, Origin Story, Core Differentiators, Role in the Broader Tech Landscape, and Quick Take & Future Outlook with citations.
