EMERGE CAPITAL MANAGEMENT

RIASEC RegisteredEst. 2018

Total AUM

$30M

Discretionary

0% of AUM

Avg account

$15M

Accounts

Employees

Advisory reps

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

FINTRX

Overview

Emerge Capital Management is an SEC-registered corporate adviser (registration year 2018) owned by an individual and positioned as a capital allocator serving institutional clients. Its advisory scope emphasizes portfolio management for businesses or institutions, selection of other advisers, and delivery of educational seminars or workshops. The firm charges percentage-of-AUM and fixed fees and reports that it does not identify as an active ESG investor. It is not a multi-state adviser and was not newly formed at the time of its SEC registration.