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 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

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

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

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

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