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| Emerald Advisers LLC
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|---|---|
| CRD # | 107496 |
| SEC # | 801-40263 |
| CIK # | 0001015083 |
| AUM | $2.4 BB (2024-03-29) |
| Employees | 35 (49% Investors, 14% Brokers) |
| Phone | 717-396-1116 |
| Address | 3175 Oregon Pike Leola, PA 17540 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001015083 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Fortress Transportation & Infrastructure Investors LLC | 1.9 | 0.1 | |
| Freshpet Inc | 2.6 | 0.1 | |
| Carpenter Technology Corp | 1.4 | 0.1 | |
| Transmedics Group Inc | 0.9 | 0.0 | |
| Credo Technology Group Holding Ltd | 1.7 | 0.0 | |
| Varonis Systems Inc | 3.4 | 0.0 | |
| Insmed Inc | 2.4 | 0.0 | |
| RadNet Inc | 1.0 | 0.0 | |
| Livanova PLC | 3.4 | 0.0 | |
| Blueprint Medicines Corp | 3.2 | 0.0 | |
| Q2 Holdings Inc | 2.3 | 0.0 | |
| Aerovironment Inc | 2.0 | 0.0 | |
| Tenable Holdings Inc | 5.2 | 0.0 | |
| Palomar Holdings Inc | 1.6 | 0.0 | |
| Allegheny Technologies Inc | 2.9 | 0.0 | |
| Kratos Defense & Security Solutions Inc | 1.8 | 0.0 | |
| AAR Corp | 1.5 | 0.0 | |
| Chart Industries Inc | 5.9 | 0.0 | |
| Formfactor Inc | 3.1 | 0.0 | |
| Montrose Environmental Group Inc | 1.0 | 0.0 | |
| PDF Solutions Inc | 0.8 | 0.0 | |
| Merit Medical Systems Inc | 3.0 | 0.0 | |
| Skyward Specialty Insurance Group Inc | 0.0 | ||
| M/A-Com Technology Solutions Holdings Inc | 3.3 | 0.0 | |
| Shift4 Payments Inc | 2.1 | 0.0 | |
| Nanometrics Inc | 3.6 | 0.0 | |
| Synta Pharmaceuticals Corp | 1.2 | 0.0 | |
| Oneida Resources Corp | 5.2 | 0.0 | |
| Impinj Inc | 1.4 | 0.0 | |
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| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.1 |
| (g) Pension and profit sharing plans | 7 | 0.7 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 21 | 1.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 50 | 2.4 |
| By Discretionary | ||
| Discretionary | 50 | 2.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 50 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 50 | 2.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001015083] | |
| SC 13G | [0001015083] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Emerald Advisers Inc/Pa | Royal Bancshares of Pennsylvania Inc | [2014-07-22] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Emerald Advisers LLC
✚
|
PA | 2.4 |
|
Emerald Mutual Fund Advisers Trust
✚
|
PA | 1.9 |
|
Emerald Separate Account Management LLC
✚
|
PA | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
London and Capital Wealth Advisers Ltd
✚
|
2.4 | |
|
Cincinnati Asset Management Inc
✚
|
OH | 2.4 |
|
Birch Hill Investment Advisors LLC
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|
MA | 2.4 |
|
Obermeyer Wood Investment Counsel LLLP
✚
|
CO | 2.4 |
|
CX Institutional LLC
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|
IN | 2.4 |
|
Comerica Securities Inc
✚
|
MI | 2.4 |
|
Meritage Portfolio Management Inc
✚
|
KS | 2.4 |
|
HS Management Partners LLC
✚
|
NY | 2.4 |
|
Efficient Advisors LLC
✚
|
OH | 2.4 |
|
Norris Perne & French LLP
✚
|
MI | 2.4 |