Emerald Mutual Fund Advisers Trust (EMFAT) manages investments primarily in U.S. domestic equity securities for registered investment companies. EMFAT's strategies include small cap growth, small cap value, and mid and large capitalization stocks. EMFAT's investment approach involves fundamental, bottom-up research, including company visits and management meetings. EMFAT may accept client-imposed restrictions on investments.
Assets Under Management$1.7B
Clients3
AdvisorsN/A
Avg. per Client$560M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees can be negotiated depending on the objectives and relative complexity of managing the account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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