Emerald Investment Advisers LLC

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Assets, Funds, Holdings

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Emerald Investment Advisers LLC
CRD #338769
SEC #801-134558
CIK #0001015083, 0002127823
AUM 2,262.7 M (2026-01-30)
Employees 12 (100% Investors, 0% Brokers)
Fees
Minimum
Phone717-556-8900
Address3175 Oregon Pike
Leola, PA 17540
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
3.02.41.81.20.60.02010201520212027
Sector Form 13F Holdings Value ($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 ($B)
4.03.22.41.60.80.02011201620212027
AUM Breakdown Accounts AUM ($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]
Firm Profile (Form ADV)
ServesInstitutional, Retail
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