EMERALD MUTUAL FUND ADVISERS TRUST

RIASEC RegisteredEst. 2005
Total AUM
$2.1B
Discretionary
$2.1B
100% of AUM
Avg account
$417M
Accounts
5
Employees
10
Advisory reps
4

Firm details

Headquarters
LEOLA, Pennsylvania
CRD number
135130
Registered since
April 28, 2005
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client 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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$69.9M in ETFs

Passive

0%

$0

Active

0%

$69.9M

ETFProviderStyleCategoryValueShares% of portfolio
F/M EMERALD LIFE SCIENCES INNOVATION ETF (LFSC)$69.9M1,997,035100.00%

Location

Primary office

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

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth