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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

EMERALD ALLOCATION STRATEGIES, LLC

CRD 145770

WESTON, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:411821cb-768e-e1a0-a7a2-2dc56bba2f54

Data as of Mar 6, 2013 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 0
On other graphs: 0
Observed: Mar 30, 2012 to Mar 6, 2013
5 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 3
Advisory employees: 0
SEC number: 801-68620
CRD: 145770
Filings on the tape: 5
First filed: Mar 30, 2012
Latest filed: Mar 6, 2013
Organised: Limited Liability Company, Florida

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BUDELMAN, ALLAN, MICHAEL	SOLE SHAREHOLDER	E	yes	07/2010	Mar 30, 2012	Mar 6, 2013
BUDELMAN, ALLAN, MICHAEL	Sec&treas	Na	yes	11/2007	Mar 30, 2012	Mar 6, 2013
DDIAWA CONSULTING, INC	Member	B	yes	07/2010	Mar 30, 2012	Mar 6, 2013
GENCO PARTNERS, LLC	Member	C	yes	07/2010	Mar 30, 2012	Mar 6, 2013
HUNTER, SCOT, LAURENCE	Ceo	Na	yes	11/2007	Mar 30, 2012	Mar 6, 2013
HUNTER, SCOT, LAURENCE	Trustee	E	yes	07/2010	Mar 30, 2012	Mar 6, 2013
MICHAELIDES, MEDON, A.	CHIEF COMPLIANCE OFFICER, MANAGING PARTNER	Na	yes	04/2010	Mar 30, 2012	Mar 6, 2013
MICHAELIDES, MEDON, A.	Member	E	yes	07/2010	Mar 30, 2012	Mar 6, 2013
RUNNING REBEL CONSULTING, LLC	Member	D	yes	07/2010	Mar 30, 2012	Mar 6, 2013
SCOT L. HUNTER REVOCABLE TRUST	Trust	E	yes	07/2010	Mar 30, 2012	Mar 6, 2013

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
STOLOFF INVESTMENT ADVISORY SERVICES, LLC	n/a	Former SEC adviser	$381M	N	no	n/a
EMERALD ASSET ADVISORS LLC	n/a	Former SEC adviser	$225M	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2012	Mar 5, 2013	n/a	n/a	3	0	n/a	n/a	n/a
2011	Mar 30, 2012	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2012	n/a	n/a	n/a	n/a	n/a	3	n/a	n/a	n/a

Relationships

Affiliated with (2)

→ EMERALD ASSET ADVISORS LLCRegistered adviserother investment adviser, common control
factForm ADV
→ STOLOFF INVESTMENT ADVISORY SERVICES, LLCRegistered adviserother investment adviser
factForm ADV

Controls (7)

← BUDELMAN, ALLAN, MICHAELOwnerSEC&TREAS, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← HUNTER, SCOT, LAURENCEOwnerTRUSTEE, ownership code E, individual
Mar 30, 2012 to presentfactForm ADV
← MICHAELIDES, MEDON, A.OwnerMEMBER, ownership code E, individual
Mar 30, 2012 to presentfactForm ADV
← DDIAWA CONSULTING, INCOwnerMEMBER, ownership code B, domestic entity
Mar 30, 2012 to presentfactForm ADV
← GENCO PARTNERS, LLCOwnerMEMBER, ownership code C, domestic entity
Mar 30, 2012 to presentfactForm ADV
← RUNNING REBEL CONSULTING, LLCOwnerMEMBER, ownership code D, domestic entity
Mar 30, 2012 to presentfactForm ADV
← SCOT L. HUNTER REVOCABLE TRUSTOwnerTRUST, ownership code E, domestic entity
Mar 30, 2012 to presentfactForm ADV

Registered with (4)

← KEITH DAVID STOLOFFAdvisorregistration: previous registration
Jun 21, 2010 to Jul 29, 2013factForm ADV
← ALLAN MICHAEL BUDELMANAdvisorregistration: previous registration
Jun 8, 2010 to Jul 29, 2013factForm ADV
← Stephanie Anastasia CarrerasAdvisorregistration: previous registration
Jan 3, 2011 to Jul 1, 2011factForm ADV
← JEFFREY N. EISFELDERAdvisorregistration: previous registration
Feb 6, 2009 to Aug 18, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:411821cb-768e-e1a0-a7a2-2dc56bba2f54
First observed: Mar 30, 2012
Last observed: Mar 6, 2013 164 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

EMERALD ALLOCATION STRATEGIES, LLC

CRD 145770

WESTON, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:411821cb-768e-e1a0-a7a2-2dc56bba2f54

Data as of Mar 6, 2013 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:13 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BUDELMAN, ALLAN, MICHAEL

SOLE SHAREHOLDER

yes

07/2010

Mar 30, 2012

Mar 6, 2013

BUDELMAN, ALLAN, MICHAEL

Sec&treas

yes

11/2007

Mar 30, 2012

Mar 6, 2013

DDIAWA CONSULTING, INC

Member

yes

07/2010

Mar 30, 2012

Mar 6, 2013

GENCO PARTNERS, LLC

Member

yes

07/2010

Mar 30, 2012

Mar 6, 2013

HUNTER, SCOT, LAURENCE

Ceo

yes

11/2007

Mar 30, 2012

Mar 6, 2013

HUNTER, SCOT, LAURENCE

Trustee

yes

07/2010

Mar 30, 2012

Mar 6, 2013

MICHAELIDES, MEDON, A.

CHIEF COMPLIANCE OFFICER, MANAGING PARTNER

yes

04/2010

Mar 30, 2012

Mar 6, 2013

MICHAELIDES, MEDON, A.

Member

yes

07/2010

Mar 30, 2012

Mar 6, 2013

RUNNING REBEL CONSULTING, LLC

Member

yes

07/2010

Mar 30, 2012

Mar 6, 2013

SCOT L. HUNTER REVOCABLE TRUST

Trust

yes

07/2010

Mar 30, 2012

Mar 6, 2013

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

STOLOFF INVESTMENT ADVISORY SERVICES, LLC

n/a

Former SEC adviser

$381M

n/a

EMERALD ASSET ADVISORS LLC

n/a

Former SEC adviser

$225M

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2012

Mar 5, 2013

n/a

2011

Mar 30, 2012

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2012

n/a