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| Emerald Investment Advisers LLC
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|---|---|
| CRD # | 338769 |
| SEC # | 801-134558 |
| CIK # | 0002127823, 0001015083 |
| AUM | $2.3 B (2026-01-30) |
| Employees | 12 (100% Investors, 0% Brokers) |
| Phone | 717-556-8900 |
| Address | 3175 Oregon Pike Leola, PA 17540 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Modine Manufacturing Co | 0.1 | ||
| Guardant Health Inc | 0.1 | ||
| Bloom Energy Corp | 0.1 | ||
| TTM Technologies Inc | 0.1 | ||
| UNUM Therapeutics Inc | 0.1 | ||
| Kratos Defense & Security Solutions Inc | 0.1 | ||
| VSE Corp | 0.1 | ||
| Fabrinet | 0.1 | ||
| Argan Inc | 0.1 | ||
| AAR Corp | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 23 | 0.0 |
| (b) Individuals (high net worth individuals) | 69 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 25 | 0.3 |
| (h) Charitable organizations | 32 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 6 | 0.4 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 0.0 |
| (n) Other | 17 | 1.3 |
| Total | 189 | 2.3 |
| By Discretionary | ||
| Discretionary | 189 | 2.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 189 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 189 | 2.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001015083] | |
| SC 13G | [0001015083] | |
| 13F-HR | [0002127823] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Emerald Advisers Inc/Pa | Royal Bancshares of Pennsylvania Inc | [2014-07-22] |
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|---|---|---|
|
Grant TANI Barash & Altman LLC
✚
|
CA | 2.3 |
|
Moneco Advisors LLC
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|
CT | 2.3 |
|
Gateway Wealth Partners LLC
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WI | 2.3 |
|
Jderek Lewis & Associates Inc
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CA | 2.3 |
|
YHB Investment Advisors Inc
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CT | 2.3 |
|
Beaird Harris Wealth Management LLC
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TX | 2.3 |
|
Focused Wealth Management Inc
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|
NY | 2.3 |
|
Waterloo Capital LP
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|
TX | 2.3 |
|
Rather & Kittrell Inc
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TN | 2.3 |
|
Pacific Income Advisers Inc
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CA | 2.2 |