Emerald Mutual Fund Advisers Trust
● SEC registered since 2005CRD 135130SEC# 801-64204Leola, PA
Reg. AUM
$2.09B
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 $2.1 billion in regulatory assets under management and employs 10 people.
Emerald Mutual Fund Advisers Trust owners & executives
20 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Webster Moyer Control | Executive Vice President | Under 5% | 2005 |
| Emerald Advisers, LLC Control | Direct Owner | Over 75% | 2005 |
| James Andrew Meehan | Chief Compliance Officer | Under 5% | 2005 |
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Join to unlock · $37/moFrequently asked questions
How much does Emerald Mutual Fund Advisers Trust manage?
Emerald Mutual Fund Advisers Trust reports $2.1 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
| Address | 3175 Oregon Pike, Leola, PA 17540 |
| Phone | 717-396-1116 |
| Fax | 717-399-3140 |
| Office hours | 8:30 A.M - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.09B▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$2.09Bregulatory AUM
Discretionary $2.09B