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 SEC-registered investment adviser formed as an LLC and active since 1991. The firm serves primarily institutional clients while also offering portfolio management to individuals, small businesses and other business or institutional entities. Its fee model combines a percentage-of-AUM structure with performance-based fees, and its regulatory filings indicate it is not a capital allocator in the sense of running a multi-manager allocation business. Emerald is not an active ESG investor and is not registered as a multi-state adviser. On the affiliation side, the firm has relationships consistent with acting as a sponsor or general partner of pooled investment vehicles and has ties to insurance-company activity and other adviser relationships. Emerald was named to CNBC’s Top 100 Financial Advisory Firms list in both 2019 and 2020.