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 small, SEC-registered investment adviser operating as a limited liability company and organized around private equity strategies. The firm acts as an adviser to a private equity fund and provides portfolio management for both pooled investment vehicles and for individuals/small businesses. Its client mix is primarily institutional, and it charges fees as a percentage of assets under management. Emerald serves as an affiliated sponsor, general partner or managing member on pooled vehicles, indicating it takes an active role in structuring and managing private fund vehicles rather than functioning solely as a passive allocator. The adviser is not positioned as an ESG-driven investor and does not operate as a multistate or pension consultant. Its profile and regulatory filings suggest a focused, single-fund orientation rather than a broad multi-product RIA platform.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 2JAMES MEEHAN
Chief Compliance OfficerCRD 2221482
DAVID VOLPE
Deputy Chief Investment OfficerCRD 6007762
Contacts
1 of 1DANIEL 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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