Emerge Capital Management
Firm details
- Headquarters
- Buffalo, New York
- CRD number
- 284581
- Registered since
- July 20, 2018
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Corporations / Businesses100%
- Services
- Portfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Emerge Capital Management is an SEC-registered institutional RIA formed in 2018 and organized as a corporation with individual ownership. The firm focuses on serving institutional clients and describes itself as a capital allocator that selects outside managers rather than operating exclusively as a traditional discretionary portfolio manager. Its advisory services emphasize portfolio management for businesses and institutions, selection of other advisers, and educational seminars or workshops. Compensation comes through a mix of percentage-of-AUM fees and fixed fees. Emerge is not an active ESG investor, does not identify as a multi-state adviser, and does not report pension consulting or related-adviser activities.
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
Asset composition
- Other99%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Lisa Lake Langley
President, CEO and FounderCRD 1456751
Contacts
1 of 1
Charles Spiring
ShareholderCRD 6962627
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Buffalo, NY
Erie
Location
Buffalo, NY
Headquartered in Buffalo, NY, anchoring the Buffalo-Cheektowaga-Olean, NY metro in the Northeast.
- Metro area
- Buffalo-Cheektowaga-Olean, NY
- Region
- Northeast
- County
- Erie
- Address
- 500 Pearl St
- Time zone
- ET (UTC-5)
- Office locations
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