Emerald Research Corp.
Firm details
- Headquarters
- ,
- CRD number
- 113918
- Registered since
- August 3, 2001
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Emerald Research Corp. is a small, SEC-registered corporate advisor established in 2001 and held by an individual owner. The firm’s client base is institutional and its stated advisory activity is portfolio management for investment companies. It charges fees as a percentage of assets under management and operates as a single-state adviser rather than a multi-state practice. Emerald Research Corp. does not identify as an active ESG investor, is not positioned as a capital allocator, and does not serve in a pension consultant or related-adviser capacity.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Peter Lencki
PresidentCRD 4435920
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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