Emerald Investment Advisers, LLC
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
FINTRXOverview
Emerald Investment Advisers, LLC is an institutional registered investment adviser organized as an LLC that manages portfolios for both individual/family clients and institutional investors. The firm provides fee-based portfolio management across individual/small business accounts, investment companies, pooled investment vehicles, and institutional clients. Emerald is SEC-registered (registered in 2025) and charges clients on a percentage-of-AUM basis. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$49M in ETFs
96%
$46.8M
2%
$2.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI EAFE ETF (EFA) | BlackRock | Passive | Foreign Large Blend | $16M | 154,263 | 32.72% |
Location
Leola, PA
Lancaster
Location
Leola, PA
Headquartered in Leola, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- Lancaster
- Address
- 3175 Oregon Pike
- Time zone
- ET (UTC-5)
- Office locations
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