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Lawrence Ward Lepard

Ema Sma LLC

Naples, FL

CRD 721071

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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:

Current Employers
Ema Sma Llc

4850 Tamiami Trail North Suite 301, Naples, FL 34103-3034 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-06
MA RA APPROVED 2021-09-24
  • FL RA
    APPROVED
    Since 2026-05-06
  • MA RA
    APPROVED
    Since 2021-09-24

Branch Locations

4850 Tamiami Trail North Suite 301, Naples, FL 34103-3034 • 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
Equity Management Associates, Llc Sherborn MA 05/2004 Present
Ema Sma Llc Naples FL 12/2020 Present
Lavras Sherborn MA 09/2019 Present
Rise Gold Corp. Sherborn MA 08/2019 Present
Graybeard Btc Management, Llc Henderson NV 11/2022 Present
  • 05/2004 → Present
    Equity Management Associates, Llc
    Sherborn, MA
  • 12/2020 → Present
    Naples, FL
  • 09/2019 → Present
    Lavras
    Sherborn, MA
  • 08/2019 → Present
    Rise Gold Corp.
    Sherborn, MA
  • 11/2022 → Present
    Graybeard Btc Management, Llc
    Henderson, NV
Other Businesses

Lawrence W Lepard is the sole member and manager of Equity Management Associates, LLC, an exempt reporting adviser. He is also managing member of EMA Garp Fund, LP., a private fund that is managed by Equity Management Associates, LLC, an exempt reporting adviser. Lawrence W Lepard is the sole member and manager of EMA Garp GP, LLC, the general partner of EMA Garp Fund, LP. Lawrence W Lepard is a board member of LAVRAS and Rise Gold Corp.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-04
  • S65 Uniform Investment Adviser Law Examination
    2021-08-04

View on SEC IAPD

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