The EMERALD GROUP is a privately held investment adviser that advises $26.34Bn in regulatory assets under management held in 2 SEC fund types across 5 investment strategies. EMERALD GROUP is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 216.6% over the last 5-years.
The Group has been registered with the SEC for 34.7 years and is comprised of 7 filing and 0 relying advisers. They operate out of 12 office locations with their Headquarters at 3050 K. ST NW SUITE 201, WASHINGTON, WASHINGTON DC. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.
They have 170 employees comprised of 92 investment and 78 non-investment staff. The total number of Employees increased by 71.72% over the last 5-years.
Their $26.34Bn in assets advised are owned by 57 private funds, 27 public funds and BDCs and 4,803 other accounts. Assets of Investment Companies (IC) clients own $12.16Bn or 46.14% of Total Assets and Pension and Profit Sharing Plans-Private own $3.51Bn or 13.34% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, Long/Short Equity and ESG, representing 81.02%, 13.66% and 4.88% of total assets, respectively.
They advise 10 types of clients, top clients are Investment Companies (IC) and Pension and Profit Sharing Plans-Private.
The Group uses 4 Fund Administrators, 3 Fund Auditors, 0 Prime Brokers, 4 Custodians and 6 Marketers. It does not report a third-party Fund Administrator in 3 private funds with $625.35mn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
EMERALD GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.