Emerald Separate Account Management (EMSAM) manages investments primarily in U.S. domestic equity securities, focusing on small, mid, and large capitalization stocks. EMSAM aims to maximize returns by identifying under-researched companies with competitive advantages and strong growth potential. EMSAM provides continuous investment management services on a discretionary basis to private investment funds. EMSAM may accept client-imposed restrictions in investment advisory accounts.
Assets Under Management$23M
Clients1
AdvisorsN/A
Avg. per Client$23M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees can be negotiated depending on the objectives and 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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