Emerge Capital Management is an investment advisory firm offering portfolio management, distribution, and consulting services primarily to institutional clients, foundations, endowments, corporate pension plans, and other registered investment advisors. Emerge Capital Management operates a platform of emerging manager strategies, acting as a manager of managers by recommending and monitoring third-party sub-advisors. Emerge Capital Management also assists emerging managers with distribution, administrative services, and go-to-market strategies. For institutional and corporate clients, Emerge Capital Management provides consulting services including asset allocation, performance reporting, and ongoing oversight. The firm manages assets on both discretionary and non-discretionary bases depending on the client mandate.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard discretionary investment advisory fees range from 0.25% to 1.00% depending on client and account size, plus custody and trading. Fees may be negotiable based on account size and total number of accounts.