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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Emstone Advisers LLC
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|---|---|
| CRD # | 139061 |
| SEC # | 801-65994 |
| CIK # | |
| AUM | $43.6 M (2025-03-28) |
| Employees | 8 (12% Investors, 0% Brokers) |
| Phone | 484-254-5401 |
| Address | 3175 Oregon Pike Leola, PA 17540 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Emerald TALF Fund LP | 2012-01-20 | 89.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 43.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.5 |
| Total | 5 | 43.6 |
| By Discretionary | ||
| Discretionary | 5 | 43.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 43.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 43.6 | |
| Total | 5 | 43.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Barzideh & Nadeau Wealth Management LLC
✚
|
IL | 0.0 |
|
KPC Terrapin Group LLC
✚
|
NY | 0.0 |
|
Tanaka Capital Management Inc
✚
|
NY | 0.0 |
|
Build Asset Management LLC
✚
|
MO | 0.0 |
|
Valoir Wealth LLC
✚
|
0.0 | |
|
Double DUTY Money Management LLC
✚
|
NY | 0.0 |
|
Lighthouse Swiss Wealth Advisors AG
✚
|
0.0 | |
|
Blue Heron Infrastructure Inc
✚
|
0.0 | |
|
Carosa Stanton Asset Management LLC
✚
|
NY | 0.0 |
|
Transparent Wealth Consulting LLC
✚
|
NY | 0.0 |