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| Emerald Separate Account Management LLC
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|---|---|
| CRD # | 150202 |
| SEC # | 801-70504 |
| CIK # | |
| AUM | 21.3 M (2026-03-30) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 717-396-1116 |
| Address | 3175 Oregon Pike Leola, PA 17540 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Emerald Financial Services Private Equity Fund 1 | [2019-06-21] | 22.0 M | 22.5 M |
| Offered $21,975,000 · Filed 2021-12-22 (D/A) · Exemption 506(c), 3(c), 3(c)(1) · Duration One year or less · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 21.3 |
| (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 | 1 | 21.3 |
| By Discretionary | ||
| Discretionary | 1 | 21.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 21.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 21.3 | |
| Total | 1 | 21.3 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Daniel Moyer | Executive Officer | 7 | 4 | |
| Richard Juliano | Executive Officer | 6 | 4 | |
| Scott Rehr | Executive Officer | 5 | 4 | |
| James Meehan | Executive Officer | 7 | 2 | |
| Mitch Krahe | Executive Officer | 1 | 1 | |
| Emerald Financial Services Private Equity Partners LLC | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
| 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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|
30.4 M | |
|
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|
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