Emerald Mutual Fund Advisers Trust

Overview

Emerald Mutual Fund Advisers Trust is an SEC-registered institutional investment adviser established in 2005 that focuses on portfolio management for investment companies. The organization operates as a domestic entity with individual ownership and charges clients a percentage-of-AUM fee. Its stated client base is institutional, and it does not characterize itself as a capital allocator. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. The adviser engages in sponsor and management roles for pooled investment vehicles and maintains affiliations that include acting as an investment adviser to other entities and relationships with insurance companies. Its principal advisory activity is managing investment company portfolios rather than providing pension consulting or family-office-style services.

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Location & Offices