Emerald Advisers, LLC

RIASEC Registered

Total AUM

$3.3B

Discretionary

$3.3B

100% of AUM

Avg account

$76.6M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Leola, Pennsylvania
CRD number: 107496
Registered since: November 25, 1991
Website: www.teamemerald.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Performance Based Fees
Client types: State / Municipal Government62.27%
Pension & Profit Sharing Plans22.74%
Pooled Investment Vehicles7.43%
Insurance Companies4.78%
Charitable Organizations2.78%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Emerald Advisers, LLC is an institutional registered investment adviser organized as an LLC and registered with the SEC in 1991. The firm’s advisory work centers on portfolio management for businesses and institutions, while it also provides portfolio services for individuals and small businesses. Its client mix is institutionally oriented and its fee arrangements include both a percentage-of-assets model and performance-based fees, which is consistent with its use of private fund structures and alternative allocations. Emerald reports it is not an active ESG investor. The firm also lists industry roles beyond advisory work — including relationships with insurance companies and activity as a sponsor, general partner, or managing member of pooled investment vehicles — which suggests it operates or sponsors specialized investment products in addition to client accounts.