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EMERALD ADVISERS, LLC
CRD 107496File 801-40263
APPROVED
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.30B
Top 25% of cohort (national)
Discretionary AUM
$3.30B
Clients
32
43 accounts
Employees
35
Top 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Nov 25, 1991
- Principal office
- 3175 OREGON PIKE, LEOLA, PA, 17540
- Phone
- 717-396-1116
- Website
- HTTP://WWW.TEAMEMERALD.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.30B
- Discretionary AUM
- $3.30B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 43
- Non-discretionary accounts
- 0
- Total accounts
- 43
- AUM per client
- $103.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $208K |
| Insurance companies | Fewer than 5 | $157.4M |
| Charitable organizations | Fewer than 5 | $91.5M |
| Pooled investment vehicles | 1 | $245.0M |
| Pension and profit sharing plans | 8 | $749.2M |
| State or municipal government entities | 23 | $2.05B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 30 | 32 | increased by2 |
| Apr 1, 2026 | AUM | $2,624,703,068 | $3,295,095,778 | increased by$670,392,710 |
| Apr 1, 2026 | Accounts | 46 | 43 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 29 | 30 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,766,370,439 | $2,624,703,068 | decreased by$141,667,371 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 45 | 46 | increased by1 |
| Apr 1, 2022 | AUM | $3,078,161,871 | $2,766,370,439 | decreased by$311,791,432 |
| Apr 1, 2022 | Accounts | 42 | 45 | increased by3 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EMERALD ADVISERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EMERALD ADVISERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.