← Back to searchVisit website
EMERALD INVESTMENT ADVISERS, LLC
CRD 338769 · SEC 801-134558
3175 OREGON PIKE, LEOLA, PA, 17540, United States
Phone
717-556-8900
Fax
717-556-8899
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.26B
Discretionary AUM
$2.26B
Team
12 total employees; 12 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $10.3M |
| High net worth individuals | 69 | $105.6M |
| Investment companies | 1 | $85.8M |
| Pension/profit sharing plans | 25 | $264.0M |
| Charitable organizations | 32 | $69.2M |
| Other investment advisers | 6 | $392.4M |
| Corporations/business entities | 12 | $32.7M |
States served
PA, MO
All web addresses on file
Official SEC filing: View on IAPD