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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Emerald Mutual Fund Advisers Trust
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|---|---|
| CRD # | 135130 |
| SEC # | 801-64204 |
| CIK # | 0001352895 |
| AUM | $1.7 B (2025-03-28) |
| Employees | 10 (50% Investors, 30% Brokers) |
| Phone | 717-396-1116 |
| Address | 3175 Oregon Pike Leola, PA 17540 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Credo Technology Group Holding Ltd | 0.0 | ||
| Aerovironment Inc | 0.0 | ||
| Kratos Defense & Security Solutions Inc | 0.0 | ||
| Transmedics Group Inc | 0.0 | ||
| Capnia Inc | 0.0 | ||
| TTM Technologies Inc | 0.0 | ||
| Palomar Holdings Inc | 0.0 | ||
| Bridgebio Pharma Inc | 0.0 | ||
| BOFI Holding Inc | 0.0 | ||
| Varonis Systems Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 1.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5 | 1.7 |
| By Discretionary | ||
| Discretionary | 5 | 1.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 1.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.7 | |
| Total | 5 | 1.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001352895] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Emerald Advisers LLC
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|
PA | 2.6 |
|
Emerald Mutual Fund Advisers Trust
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|
PA | 1.7 |
|
Emerald Separate Account Management LLC
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|
PA | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Scout Energy Management LLC
✚
|
TX | 1.7 |
|
Blueprint Capital Advisors LLC
✚
|
NJ | 1.7 |
|
Swan Capital Management LLC
✚
|
CO | 1.7 |
|
Advisors Preferred LLC
✚
|
MD | 1.7 |
|
CAVU Consumer Partners LLC
✚
|
NY | 1.7 |
|
Caius Capital US LP
✚
|
NY | 1.7 |
|
Applied Finance Advisors LLC
✚
|
TX | 1.7 |
|
Sanford C Bernstein & Co LLC
✚
|
TN | 1.6 |
|
Energize Capital LLC
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|
IL | 1.6 |
|
North Wall Capital LLP
✚
|
1.6 |