Emerald Mutual Fund Advisers Trust

Overview

Emerald Mutual Fund Advisers Trust is an institutional registered investment adviser focused on managing investment companies. The firm is SEC registered (registration year 2005) and operates under a percentage-of-AUM fee model. Its stated client base is institutional, and it is structured as a domestic entity with individual ownership components. Advisory activity centers on portfolio management for investment companies, and the firm reports affiliations that include acting as another type of investment adviser, relationships with insurance companies, and roles as sponsor, general partner, or managing member of pooled investment vehicles. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not list pension consulting or related-adviser activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices