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| Emerald Mutual Fund Advisers Trust
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|---|---|
| CRD # | 135130 |
| SEC # | 801-64204 |
| CIK # | 0001352895 |
| AUM | 2,087.2 M (2026-03-30) |
| Employees | 10 (50% Investors, 30% Brokers) |
| Fees | |
| Minimum | |
| Phone | 717-396-1116 |
| Address | 3175 Oregon Pike Leola, PA 17540 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001352895 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Modine Manufacturing Co | 0.1 | ||
| Guardant Health Inc | 0.0 | ||
| Bloom Energy Corp | 0.0 | ||
| TTM Technologies Inc | 0.0 | ||
| UNUM Therapeutics Inc | 0.0 | ||
| VSE Corp | 0.0 | ||
| Kratos Defense & Security Solutions Inc | 0.0 | ||
| Fabrinet | 0.0 | ||
| Argan Inc | 0.0 | ||
| AAR Corp | 0.0 | ||
| Livanova PLC | 0.0 | ||
| BOFI Holding Inc | 0.0 | ||
| Credo Technology Group Holding Ltd | 0.0 | ||
| Desert Gateway Inc | 0.0 | ||
| ESCO Technologies Inc | 0.0 | ||
| Mercury Computer Systems Inc | 0.0 | ||
| Rambus Inc | 0.0 | ||
| nLight Inc | 0.0 | ||
| National Vision Holdings Inc | 0.0 | ||
| Bridgebio Pharma Inc | 0.0 | ||
| Mirum Pharmaceuticals Inc | 0.0 | ||
| Applied Optoelectronics Inc | 0.0 | ||
| Kulicke & Soffa Industries Inc | 0.0 | ||
| Transmedics Group Inc | 0.0 | ||
| IPG Photonics Corp | 0.0 | ||
| Semtech Corp | 0.0 | ||
| DMY Technology Group Inc | 0.0 | ||
| Plexus Corp | 0.0 | ||
| Aeglea Biotherapeutics Inc | 0.0 | ||
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| 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 | 2.1 |
| (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 | 2.1 |
| By Discretionary | ||
| Discretionary | 5 | 2.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 5 | 2.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001352895] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional |
| LEI | 254900O3PTQJML9INN98 |
| Related Firms | State | AUM |
|---|---|---|
|
Emerald Advisers LLC
✚
|
PA | 3,295.1 M |
|
Emerald Mutual Fund Advisers Trust
✚
|
PA | 2,087.2 M |
|
Emerald Separate Account Management LLC
✚
|
PA | 21.3 M |
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|---|---|---|
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Sparx Asset Management Korea Co Ltd
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|
2,126.2 M | |
|
DoubleLine ETF Adviser LP
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FL | 2,125.6 M |
|
Velocity Capital Advisors LLC
✚
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NY | 2,115.4 M |
|
New England Retirement Consultants LLC
✚
|
MA | 2,113.8 M |
|
Distillate Capital Partners LLC
✚
|
IL | 2,111.5 M |
|
Columbia Capital Management LLC
✚
|
KS | 2,086.4 M |
|
ARIS Management LLC
✚
|
NY | 2,081.2 M |
|
Phoenix Merchant Partners LP
✚
|
NY | 2,064.8 M |
|
Churchill DLC Advisor LLC
✚
|
NY | 2,054.5 M |
|
Applied Finance Advisors LLC
✚
|
TX | 2,052.1 M |