Emerald Advisers is an investment advisor in Leola with $2.10 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Former names
Emerald Advisers Inc
SEC CIK
SEC advisor number
801-40263
FINRA CRD number
107496
AUM ?
$2.10 bn
(as of 14 Apr 23)
Accounts
47
(as of 14 Apr 23)
Employees
35
(17 investment advisory or research)
Address
Emerald Advisers
3175 OREGON PIKE
LEOLA
PA 17540
3175 OREGON PIKE
LEOLA
PA 17540
Office hours
Monday - Friday, 8:30 A.M. - 5:00 P.M.
Phone
717-556-8900
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Mertz, Kenneth, George | Chief Executive Officer, President and Director | 10/1992 | < 5% |
Emerald Asset Management Pa, LLC | Direct Owner | 07/2018 | > 75% |
Sears, Stacey, Lynn | Senior Vice President and Director | 03/2001 | < 5% |
Moyer, Daniel, Webster | Executive Vice President | 09/2002 | < 5% |
Meehan, James, Andrew | Chief Compliance Officer | 08/2002 | < 5% |
Emerald Asset Management Employee Stock Ownership Trust | Member | 09/2012 | > 75% |
Emerald Asset Management, Inc. | Member | 07/2018 | 25-50% |
Besecker, Joseph, Edward | Trustee | 09/2012 | |
Moyer, Daniel, Webster | Trustee | 09/2012 | |
Ware, Paul, Willard | Trustee | 09/2012 | |
Diffractive Managers Group, LLC | Member | 10/2018 | 50-75% |
Diffractive Managers Group Payco, LLC | Member | 10/2018 | > 75% |
1251 Financing Company, LLC | Member | 10/2018 | > 75% |
1251 Capital Group, Inc. | Managing Member | 10/2018 | > 75% |
1251 Capital Group Holdings, LLC | Shareholder | 10/2018 | |
Hailer, John, Thomas | Member/manager | 01/2018 | 50-75% |
Maguire, Christopher | Member | 07/2016 | |
Wilson, Michael, Arthur Ross | Member | 07/2016 | |
Brizius, Charles, Albert | Member/manager | 06/2016 |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 May 24
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
26 Oct 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
3 Feb 23
13F-HR
Quarterly holdings report by institutional manager
25 Oct 22
13F-HR
Quarterly holdings report by institutional manager
29 Jul 22
13F-HR
Quarterly holdings report by institutional manager
29 Apr 22
13F-HR
Quarterly holdings report by institutional manager
2 Feb 22