PPrivate Fund Data Log in Join · $37/mo

Emerald Mutual Fund Advisers Trust

● SEC registered since 2005CRD 135130SEC# 801-64204Leola, PA
Export (members)
Reg. AUM
$1.67B
Employees
10
Accounts
5
Location
Leola, PA

Emerald Mutual Fund Advisers Trust assets under management

Emerald Mutual Fund Advisers Trust operates as an SEC-registered investment adviser based in Leola, PA. The firm has been registered since 2005. It reports $1.7 billion in regulatory assets under management and employs 10 people.

Emerald Mutual Fund Advisers Trust owners & executives

20 reported
NameTitleOwnershipSince
Daniel Webster Moyer ControlExecutive Vice PresidentUnder 5%2005
Emerald Advisers, LLC ControlDirect OwnerOver 75%2005
James Andrew MeehanChief Compliance OfficerUnder 5%2005
See all 20 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Emerald Mutual Fund Advisers Trust manage?

Emerald Mutual Fund Advisers Trust reports $1.7 billion in regulatory assets under management on its Form ADV.

How many employees does Emerald Mutual Fund Advisers Trust have?

Emerald Mutual Fund Advisers Trust reports 10 employees.

Where is Emerald Mutual Fund Advisers Trust located?

Emerald Mutual Fund Advisers Trust is based in Leola, PA and has been SEC-registered since 2005.

Does Emerald Mutual Fund Advisers Trust disclose fund performance?

Emerald Mutual Fund Advisers Trust is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3175 Oregon Pike, Leola, PA 17540
Phone717-396-1116
Fax717-399-3140
Office hours8:30 A.M - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.67B
Non-discretionary$0
Total (RAUM)$1.67B