EMERALD INVESTMENT ADVISERS, LLC

RIASEC RegisteredEst. 2025

Total AUM

$2.3B

Discretionary

$2.3B

100% of AUM

Avg account

$12M

Accounts

189

Employees

Advisory reps

Firm details

Headquarters: LEOLA, Pennsylvania
CRD number: 338769
Registered since: November 17, 2025
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, FIS BROKERAGE & SECURITIES SERVICES LLC
Fee structure: Percentage of AUM
Client types: Other56.73%
Other Investment Advisers17.34%
Pension & Profit Sharing Plans11.67%
HNWI4.67%
Investment Companies3.79%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Emerald Investment Advisers, LLC is a privately organized limited liability company that provides discretionary portfolio management to both individuals/families and institutional clients. The firm is SEC-registered (2025) and charges clients a fee based on a percentage of assets under management. Its advisory services cover separately managed accounts and pooled investment vehicles — including management for investment companies and portfolios for businesses or institutions. Emerald identifies as equity-oriented and is not flagged as an active ESG investor. On the operational side, Emerald lists industry relationships that include acting as an investment adviser to other vehicles, affiliations with an insurance company, and serving as sponsor/GP/managing member of pooled investment vehicles. The firm is not designated as a capital allocator, is not a multi-state adviser for the data shown, and does not report pension consulting or related-adviser roles.