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CRD 150202
LEOLA, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| EMERALD FINANCIAL SERVICES PRIVATE EQUITY FUND 1 | Private Equity Fund | $16.3M | Mar 29, 2024 | 15 | Jun 21, 2019 | reported | 021-323079 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| 1251 CAPITAL GROUP HOLDINGS, LLC | Shareholder | F | yes | 10/2018 | Oct 31, 2018 | Mar 29, 2024 |
| 1251 CAPITAL GROUP, INC. | MANAGING MEMBER | E | yes | 10/2018 | Oct 31, 2018 | Mar 29, 2024 |
| 1251 FINANCING COMPANY, LLC | Member | E | yes | 10/2018 | Oct 31, 2018 | Mar 29, 2024 |
| BRIZIUS, CHARLES, ALBERT | MEMBER/MANAGER | F | yes | 06/2016 | Oct 31, 2018 | Mar 29, 2024 |
| DIFFRACTIVE MANAGERS GROUP PAYCO, LLC | Member | E | yes | 10/2018 | Mar 31, 2023 | Mar 29, 2024 |
| EMERALD ASSET MANAGEMENT EMPLOYEE STOCK OWNERSHIP TRUST | Shareholder | E | yes | 09/2012 | Jan 3, 2013 | Mar 29, 2024 |
| EMERALD ASSET MANAGEMENT PA, LLC | PARENT COMPANY | E | yes | 10/2018 | Oct 31, 2018 | Mar 29, 2024 |
| EMERALD ASSET MANAGEMENT, INC. | Member | C | yes | 10/2018 | Oct 31, 2018 | Mar 29, 2024 |
| F/M MANAGERS GROUP, LLC | Member | D | yes | 10/2018 | Mar 29, 2024 | Mar 29, 2024 |
| HAILER, JOHN, THOMAS | MEMBER/MANAGER | D | yes | 01/2018 | Oct 31, 2018 | Mar 29, 2024 |
| Maguire, Christopher | Member | F | yes | 07/2016 | Oct 31, 2018 | Mar 29, 2024 |
| MOYER, DANIEL, WEBSTER | Trustee | F | yes | 09/2012 | Dec 21, 2011 | Mar 29, 2024 |
| MOYER, DANIEL, WEBSTER | MANAGING DIRECTOR | Na | yes | 07/2009 | Dec 21, 2011 | Mar 29, 2024 |
| REHR, SCOTT, LAMBERT | Trustee | F | yes | 02/2024 | Mar 29, 2024 | Mar 29, 2024 |
| VOLPE, DAVID, ALAN | President | Na | yes | 12/2022 | Mar 31, 2023 | Mar 29, 2024 |
| WARE, PAUL, WILLARD | Trustee | F | yes | 09/2012 | Oct 31, 2018 | Mar 29, 2024 |
| Wilson, Michael, Arthur Ross | Member | F | yes | 07/2016 | Oct 31, 2018 | Mar 29, 2024 |
| MEEHAN, JAMES, ANDREW | CHIEF COMPLIANCE OFFICER | Na | no | 06/2009 | Dec 21, 2011 | Mar 29, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| F/M INVESTMENTS LLC | n/a | Asset manager | $18B | N | yes | n/a |
| ZIEGLER CAPITAL MANAGEMENT, LLC | n/a | Former SEC adviser | $11B | N | yes | n/a |
| EMERALD ADVISERS, LLC | n/a | Institutional manager | $3.3B | N | yes | n/a |
| EMERALD MUTUAL FUND ADVISERS TRUST | n/a | Asset manager | $2.1B | N | yes | n/a |
| CONSERVATION RESOURCE PARTNERS, LLC | n/a | Asset manager | $822M | N | yes | n/a |
| EMSTONE ADVISERS, LLC | n/a | Institutional manager | $29.3M | N | yes | n/a |
| EMERALD FINANCIAL SERVICES PRIVATE EQUITY PARTNERS, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $21.3M | $21.3M | 5 | 4 | 0 | 1 | n/a |
| 2024 | Mar 28, 2025 | $22.5M | $22.5M | 5 | 4 | 0 | 1 | n/a |
| 2023 | Mar 29, 2024 | $16.3M | $16.3M | 5 | 4 | 0 | 1 | $16.3M |
| 2022 | Mar 31, 2023 | $23.7M | $23.7M | 5 | 4 | 0 | 1 | $17.7M |
| 2021 | Mar 31, 2022 | $29.3M | $29.3M | 5 | 4 | 0 | 1 | $17.0M |
| 2020 | Mar 30, 2021 | $15.2M | $15.2M | 5 | 4 | 0 | 1 | $8.5M |
| 2019 | Mar 27, 2020 | $15.9M | $15.9M | 5 | 4 | 0 | 1 | $8.5M |
| 2018 | Oct 31, 2018 | $21.7M | $21.7M | 3 | 2 | 1 | n/a | n/a |
| 2017 | Dec 22, 2017 | $16.0M | $16.0M | 3 | 2 | 1 | n/a | n/a |
| 2016 | Dec 16, 2016 | $12.6M | $12.6M | 3 | 2 | n/a | n/a | n/a |
| 2015 | Dec 23, 2015 | $11.5M | $11.5M | 3 | 2 | n/a | n/a | n/a |
| 2014 | Dec 27, 2014 | $8.3M | $8.3M | 3 | 2 | n/a | n/a | n/a |
| 2013 | Dec 24, 2013 | $4.2M | $4.2M | 3 | 2 | n/a | n/a | n/a |
| 2012 | Jan 3, 2013 | $2.8M | $2.8M | 5 | 2 | n/a | n/a | n/a |
| 2011 | Dec 21, 2011 | $1.8M | $1.8M | n/a | n/a | n/a | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $21.3M | $22.5M | -5.3% | $23.7M | -3.5% | 5 | 5 | 0 | 0 |