SourcingSourcing

EMERALD SEPARATE ACCOUNT MANAGEMENT LLC

A68
CRD 150202·SEC 801-70504·LEOLA, PA
AUM
$21.3M
<$25M
Est. Revenue
$213K
@ 1% on AUM
Est. EBITDA
$64K
@ 30% margin
Est. Deal Value
$511K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EMERALD SEPARATE ACCOUNT MANAGEMENT LLC
CRD
150202
SEC file #
801-70504
EIN
—
DBA names
—

Economics

AUM
$21.3M
AUM band
<$25M
AUM trajectory
'20'26
$24.1M → $21.3M▼ -12%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
LEOLA PA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehicles
Fee basis
% of AUM

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EMERALD ASSET MANAGEMENT PA, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
EMERALD ASSET MANAGEMENT PA, LLC
MOYER, DANIEL, WEBSTER
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (3)

3
DANIEL WEBSTER MOYER
Executive Officer · 2.5%
1018789
VOLPE, DAVID, ALAN
Executive Officer · 2.5%
6007762
MEEHAN, JAMES, ANDREW
Executive Officer · 2.5%
2221482