Updated:
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust is a multi-series mutual fund trust offering equity and fixed-income strategies through sub-advised portfolios.
Emerald Mutual Fund Advisers Trust
EMERALD MUTUAL FUND ADVISERS TRUST is an SEC-registered investment adviser in LEOLA, PA, registered since 2005. The firm manages approximately $2.1 billion in assets. It has 10 employees and 5 investment advisers.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
—
Frequently asked questions
What is the legal structure of Emerald Mutual Fund Advisers Trust?
The trust is organized as a Delaware statutory trust and registers as an open-end management investment company under the Investment Company Act of 1940. This series-trust structure allows multiple separate investment portfolios to operate under a single legal entity, each with distinct investment objectives, segregated assets, and independent shareholder reporting. An independent board of trustees provides governance oversight.
Who manages the portfolios inside Emerald Mutual Fund Advisers Trust?
The trust uses sub-advisers to manage individual fund strategies. Information on specific sub-advisers for each series is disclosed in prospectus filings with the SEC. This delegation model means portfolio managers may work at separate investment management firms under contract to the trust, with the trustees retaining oversight of advisory agreements and fee structures.
What investment strategies does Emerald Mutual Fund Advisers Trust offer?
The trust has historically offered equity strategies across market capitalizations, including growth-focused small- and mid-cap mandates, alongside fixed-income portfolios. Prospectus documents typically detail investment approaches that include fundamental bottom-up research for equity selection and total-return management for bond sleeves. Available share classes include Investor and Institutional shares, the latter generally carrying higher minimums but lower expense ratios.
How are the trust's operations and custody handled?
Administrative functions such as fund accounting, custody, and transfer agency are outsourced to third-party service providers common within the mutual fund industry. Public filings indicate engagements with known fund administrators, though current service provider names require review of the most recent annual or semi-annual shareholder report. These operational arrangements are typical for series trusts of this scale.
Where can I find Emerald Mutual Fund Advisers Trust filings and performance data?
The trust files registration statements, prospectuses, and shareholder reports through the SEC's EDGAR system. These documents include portfolio holdings, performance history, fee tables, and financial statements. Distributor and administrator contact details also appear in these filings for intermediary-related inquiries.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: