Emerald Separate Account Management LLC
Firm details
- Headquarters
- Leola, Pennsylvania
- CRD number
- 150202
- Registered since
- August 27, 2009
- Website
- www.teamemerald.com
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
James Meehan
Chief Compliance OfficerCRD 2221482

David Volpe
Deputy Chief Investment OfficerCRD 6007762
Contacts
1 of 1
Daniel Moyer
Executive Vice PresidentCRD 1018789
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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