Emerald Mutual Fund Advisers Trust
Firm details
- Headquarters
- Leola, Pennsylvania
- CRD number
- 135130
- Registered since
- April 28, 2005
- Website
- www.emeraldmutualfunds.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Emerald Mutual Fund Advisers Trust is an SEC-registered investment adviser (registered in 2005) that provides portfolio management specifically for investment companies. Its client base is institutional, and it charges fees as a percentage of assets under management. The firm does not position itself as a multi-state adviser or pension consultant and is not identified as an active ESG investor. Ownership is recorded as a combination of a domestic entity and an individual. While the firm is not listed as a capital allocator, its activity includes deploying capital into externally managed alternative funds and running mutual fund strategies.
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
Owners & executives
1 of 1
James Meehan
Chief Compliance OfficerCRD 2221482
Contacts
3 of 3
Stacey Sears
Senior Vice President, Portfolio ManagerCRD 2610425

Kenneth Mertz
PresidentCRD 4358855

Daniel Moyer
Executive Vice PresidentCRD 1018789
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$69.9M in ETFs
0%
$0
0%
$69.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| F/M EMERALD LIFE SCIENCES INNOVATION ETF (LFSC) | $69.9M | 1,997,035 | 100.00% |
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
Similar firms
Emerald Investment Advisers, LLC
RIALeola, PA
Emerald Advisers, LLC
RIALeola, PA
Master's Wealth Management Inc.
RIALeola, PA
G&H Investments
RIALeola, PA
Emstone Advisers, LLC
RIALeola, PA
Emerald Separate Account Management LLC
RIALeola, PA