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EMERALD INVESTMENT ADVISERS, LLC
CRD 338769File 801-134558
APPROVED
Retail clients
Filing as of Jan 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.26B
Top 25% of cohort (national)
Discretionary AUM
$2.26B
Clients
168
189 accounts
Employees
12
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 17, 2025
- Principal office
- 3175 OREGON PIKE, LEOLA, PA, 17540
- Phone
- 717-556-8900
- Website
- https://www.teamemerald.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.26B
- Discretionary AUM
- $2.26B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 189
- Non-discretionary accounts
- 0
- Total accounts
- 189
- AUM per client
- $13.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 12 | $32.7M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Investment companies | 1 | $85.8M |
| Charitable organizations | 32 | $69.2M |
| Other investment advisers | 6 | $392.4M |
| High net worth individuals | 69 | $105.6M |
| Banking or thrift institutions | Fewer than 5 | $3.9M |
| Pension and profit sharing plans | 25 | $264.0M |
| State or municipal government entities | Fewer than 5 | $15.2M |
| Individuals (other than high net worth individuals) | 23 | $10.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 185 | 168 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.