Emerald Separate Account Management LLC

RIASEC RegisteredEst. 2009
Total AUM
$21.3M
Discretionary
$21.3M
100% of AUM
Avg account
$21.3M
Accounts
1
Employees
5
Advisory reps
3

Firm details

Headquarters
Leola, Pennsylvania
CRD number
150202
Registered since
August 27, 2009
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Emerald Separate Account Management LLC is a privately organized asset manager set up as a limited liability company and first registered with the SEC in 2009. The firm is classified in the data as a private equity fund manager and serves primarily institutional clients. Its advisory services include portfolio management for individuals and small businesses as well as management of pooled investment vehicles. The firm charges fees as a percentage of assets under management, does not identify as an active ESG investor, and is not designated as a multistate adviser. The firm is noted as a related adviser and has affiliations that include acting as a sponsor, general partner, or managing member of pooled vehicles and relationships with other investment advisers and insurance companies.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • James Meehan

    James Meehan

    Chief Compliance OfficerCRD 2221482

  • David Volpe

    David Volpe

    Deputy Chief Investment OfficerCRD 6007762

Contacts

1 of 1
  • Daniel Moyer

    Daniel Moyer

    Executive Vice PresidentCRD 1018789

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth