Emerald Advisers, LLC

RIASEC RegisteredEst. 1991

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 operating since 1991. The firm focuses on portfolio management for both individuals/small businesses and institutional clients, charging fees based on a percentage of AUM and, in some cases, performance-based fees. Emerald is not positioned as an ESG-focused manager and does not identify as a multi-state adviser. Its industry affiliations include roles as an investment adviser to others, relationships with insurance companies, and acting as sponsor or general partner/manager of pooled investment vehicles. The firm appeared on CNBC’s Top 100 Financial Advisory Firms lists in 2019 and 2020.