# Emerald Mutual Fund Advisers Trust

Emerald Mutual Fund Advisers Trust is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** emeraldmutualfunds.com

## Regulatory record

- **CRD number:** 135130
- **SEC file number:** 801-64204
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/135130

## About

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.

## 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.

### 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.

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Last updated: 2026-07-11T04:58:21.000Z

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