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| Emerald Mutual Fund Advisers Trust
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| |
|---|---|
| CRD # | 135130 |
| SEC # | 801-64204 |
| CIK # | 0001352895 |
| AUM | $1.9 BB (2024-03-29) |
| Employees | 10 (50% Investors, 30% Brokers) |
| Phone | 717-396-1116 |
| Address | 3175 Oregon Pike Leola, PA 17540 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| FTAI | 1.9 | 0.1 | |
| FRPT | 2.6 | 0.1 | |
| CRS | 1.4 | 0.0 | |
| CRDO | 1.7 | 0.0 | |
| TMDX | 0.9 | 0.0 | |
| VRNS | 3.4 | 0.0 | |
| INSM | 2.4 | 0.0 | |
| RDNT | 1.0 | 0.0 | |
| PLMR | 1.6 | 0.0 | |
| BPMC | 3.2 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($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 | 3 | 1.9 |
| (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 | 1.9 |
| By Discretionary | ||
| Discretionary | 5 | 1.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 1.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.9 | |
| Total | 5 | 1.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001352895] |
| 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 |
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|
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Crossingbridge Advisors LLC
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