EMERALD ASSET MANAGEMENT, INC.

Overview

Emerald Asset Management, Inc. is an independent registered investment adviser that acts as a capital allocator for a mix of individual, family and institutional clients. The firm’s advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for larger business and institutional clients, pension consulting and the selection of third‑party advisers. Fee arrangements are flexible and include percentage‑of‑AUM billing alongside hourly and fixed‑fee engagements. Investment activity at Emerald centers on equity exposure and third‑party alternative fund managers. The firm favors a manager‑of‑managers approach when deploying alternatives and retains the ability to place client capital in private equity, private credit, hedge funds and real estate vehicles. Emerald is not an active ESG investor and does not operate as a multi‑state adviser according to its filing. It is structured as a corporation and is owned by an individual.

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Public Holdings

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Location & Offices