EMERALD SEPARATE ACCOUNT MANAGEMENT LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $21.3M |
| Discretionary | $21.3M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $21.3M |
| Employees | 5 |
| Peak AUM | $29.3MMar 2022 |
| AUM CAGR | +18.9% /yrover 17 yrs · 34 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $21M | 5.3% | 3.5% | +7.0% | |
| Discretionary AUM | $21M | ||||
Key Metrics
| Total AUM | $21.3M |
| Discretionary | $21.3M |
| Employees | 5 |
| Client Accounts | 1 |
Contact & Location
Address
3175 OREGON PIKE
LEOLA PA 17540
Phone
717-396-1116
Filing History
34 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$21M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
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