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Christian Leland Truglio

Emerson Equity LLC

San Mateo, CA

New York, NY

San Mateo, CA

CRD 8156895

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Employer firm

Emerson Equity LLC CRD 130032

$322M regulatory AUM 100 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars
  • MANAGEMENT OF PRIVATE PLACEMENT LIFE INSURANCE / INSURANCE DEDICATED FUNDS (SINGLE INVESTOR PRIVATE FUNDS)

From the firm’s Form ADV. Read the guides:

Current Employers
Emerson Equity Llc

155 Bovet Road, Suite 725, San Mateo, CA 94402 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-10-02
  • NY RA
    APPROVED
    Since 2025-10-02

Branch Locations

155 Bovet Road, Suite 725, San Mateo, CA 94402 • US

New York, NY • United States

155 Bovet Road, Suite 725, San Mateo, CA 94402 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sonnet Partners New York NY 05/2025 Present
Emerson Equity Llc San Mateo CA 09/2025 Present
Artisanal Ventures New York NY 01/2025 05/2025
Sage Collective New York NY 08/2023 12/2024
Unemployed New York NY 08/2022 07/2023
Stress-Free Auto Care Mountain View CA 01/2019 07/2022
Cardash Menlo Park CA 01/2018 12/2018
Foundation Capital Menlo Park CA 09/2016 12/2017
Baton Equity Partners San Anselmo CA 08/2025 Present
Spa Theory Atlanta GA 03/2021 08/2023
Healthbird Miami FL 12/2022 12/2024
  • 05/2025 → Present
    Sonnet Partners
    New York, NY
  • 09/2025 → Present
    San Mateo, CA
  • 01/2025 → 05/2025
    Artisanal Ventures
    New York, NY
  • 08/2023 → 12/2024
    Sage Collective
    New York, NY
  • 08/2022 → 07/2023
    Unemployed
    New York, NY
  • 01/2019 → 07/2022
    Stress-Free Auto Care
    Mountain View, CA
  • 01/2018 → 12/2018
    Cardash
    Menlo Park, CA
  • 09/2016 → 12/2017
    Foundation Capital
    Menlo Park, CA
  • 08/2025 → Present
    Baton Equity Partners
    San Anselmo, CA
  • 03/2021 → 08/2023
    Spa Theory
    Atlanta, GA
  • 12/2022 → 12/2024
    Healthbird
    Miami, FL
Other Businesses

1) BATON EQUITY PARTNERS-INVESTMENT RELATED, 64 LONGWOOD DRIVE, SAN ANSELMO CA 94901, PRIVATE MARKET EQUITIES, BUSINESS DEVELOPMENT/SALES, 160 HRS, 32.5 HRS WEEKLY, 08/2025 2) SONNET PARTNERS, LLC-NOT INVESTMENT RELATED, 395 S END AVE., #20F NEW YORK, NY 10280, OPERATIONS CONSULTING, FOUNDER/MANAGING PARTNER, BUSINESS CONSULTING FOR FUNDS AND STARTUP FOUNDERS, 40 HRS PER MONTH, 32.5 HOURS DURING SECURITIES TRADING HOURS, 05/2025

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-02
  • S66 Uniform Combined State Law Examination
    2025-10-02
Other Names
  • Chris Truglio

View on SEC IAPD

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