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EMERALD INVESTMENT ADVISERS, LLC
CRD 338769File 801-134558
APPROVED
Retail clients
Filing as of Jan 30, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 185 | 168 | decreased by17 |
| Feb 1, 2026 | Employees | 4 | 12 | increased by8 |
| Feb 1, 2026 | AUM | $0 | $2,262,694,558 | increased by$2,262,694,558 |
| Feb 1, 2026 | Accounts | 0 | 189 | increased by189 |
| Dec 1, 2025 | 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 INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EMERALD INVESTMENT” 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.