Emerald Mutual Fund Advisers Trust is a large advisory firm based in Leola. It manages $2.36 billion of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2005.
Emerald Mutual Fund Advisers Trust provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Emerald Mutual Fund Advisers Trust is $2.36 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 434% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Emerald Mutual Fund Advisers Trust for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Emerald Mutual Fund Advisers Trust is investment companies with 3 clients and $2.36 billion of assets under management. Among the 12 most similar advisory firms, Emerald Mutual Fund Advisers Trust has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $2.36 billion for 3 clients. None of the firm’s clients are foreign persons or businesses.
Emerald Mutual Fund Advisers Trust doesn't advise any private funds.
The company employs 10 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Emerald Mutual Fund Advisers Trust performs its advisory services is located at 3175 Oregon Pike, Leola, PA 17540 The mailing address of the firm is P.O. Box 10666, Lancaster, PA 17605 0666. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 717-396-1116 or by fax 717-399-3140. The normal business hours are 8:30 a.m - 5:00 p.m. on Monday - Friday.