David Andrew Foley

Employer firm

Ema Sma LLC CRD 311671

$58.0M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2007 → 11/2020
  Covalent Partners Llc
  Waltham, MA
• 11/2020 → Present
  Ema Sma Llc
  Sherborn, MA
• 03/2005 → Present
  Equity Management Associates, Llc
  Sherborn, MA
• 11/2022 → Present
  Graybeard Btc Management, Llc
  Henderson, NV

Other Businesses

DAVID ALSO SERVES AS A MANAGING PARTER FOR THE BITCOIN OPPORTUNITY FUND AND PROVIDES ADVISORY SERVICES TO THE EMA GARP FUND, LP.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-02-10