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CRD 170412
LEOLA, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| EMERALD EAGLE FUND I, LP | Hedge Fund | $0 | Dec 16, 2016 | 1 | Mar 13, 2014 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| 1251 ASSET MANAGEMENT PAYCO, LLC | Member | E | yes | 10/2018 | Oct 31, 2018 | Jul 31, 2020 |
| 1251 ASSET MANAGEMENT PLATFORM, LLC | Member | D | yes | 10/2018 | Oct 31, 2018 | Jul 31, 2020 |
| 1251 CAPITAL GROUP HOLDINGS, LLC | Shareholder | F | yes | 10/2018 | Oct 31, 2018 | Jul 31, 2020 |
| 1251 CAPITAL GROUP, INC. | MANAGING MEMBER | E | yes | 10/2018 | Oct 31, 2018 | Jul 31, 2020 |
| 1251 FINANCING COMPANY, LLC | Member | E | yes | 10/2018 | Oct 31, 2018 | Jul 31, 2020 |
| BESECKER, JOSEPH, EDWARD | PRESIDENT AND BOARD MEMBER | Na | yes | 03/2104 | Mar 13, 2014 | Jul 31, 2020 |
| BESECKER, JOSEPH, EDWARD | Trustee | F | yes | 09/2012 | Mar 13, 2014 | Jul 31, 2020 |
| BRIZIUS, CHARLES, ALBERT | MEMBER/MANAGER | F | yes | 06/2016 | Oct 31, 2018 | Jul 31, 2020 |
| EMERALD ASSET MANAGEMENT EMPLOYEE STOCK OWNERSHIP TRUST | Shareholder | E | yes | 09/2012 | Mar 13, 2014 | Jul 31, 2020 |
| EMERALD ASSET MANAGEMENT PA, LLC | Member | E | yes | 10/2018 | Oct 31, 2018 | Jul 31, 2020 |
| EMERALD ASSET MANAGEMENT, INC. | Shareholder | C | yes | 10/2018 | Mar 13, 2014 | Jul 31, 2020 |
| EMERALD SEPARATE ACCOUNT MANAGEMENT LLC | PARENT COMPANY | E | yes | 02/2014 | Oct 31, 2018 | Jul 31, 2020 |
| HAILER, JOHN, THOMAS | MEMBER/MANAGER | D | yes | 01/2018 | Oct 31, 2018 | Jul 31, 2020 |
| JULIANO, RICHARD | CHIEF FINANCIAL OFFICER | Na | yes | 03/2014 | Mar 13, 2014 | Jul 31, 2020 |
| Maguire, Christopher | Member | F | yes | 07/2016 | Oct 31, 2018 | Jul 31, 2020 |
| MOYER, DANIEL, WEBSTER | Trustee | F | yes | 09/2012 | Mar 13, 2014 | Jul 31, 2020 |
| MOYER, DANIEL, WEBSTER | MANAGING DIRECTOR OF BUSINESS OPERATIONS AND BOARD MEMBER | Na | yes | 01/2014 | Mar 13, 2014 | Jul 31, 2020 |
| REHR, SCOTT, LAMBERT | CHIEF ADMINISTRATIVE OFFICER AND BOARD MEMBER | Na | yes | 03/2014 | Mar 13, 2014 | Jul 31, 2020 |
| SMITH, ANDREW, ALLEN | PORTFOLIO MANAGER | Na | yes | 01/2014 | Mar 13, 2014 | Jul 31, 2020 |
| WARE, PAUL, WILLARD | Trustee | F | yes | 09/2012 | Mar 28, 2014 | Jul 31, 2020 |
| WARE, PAUL, WILLARD | BOARD MEMEBER | Na | yes | 03/2014 | Mar 28, 2014 | Jul 31, 2020 |
| Wilson, Michael, Arthur Ross | Member | F | yes | 07/2016 | Oct 31, 2018 | Jul 31, 2020 |
| WITTHOHN, JOSEPH, GEORGE | CHIEF INVESTMENT OFFICER AND BOARD MEMBER | B | yes | 01/2014 | Mar 13, 2014 | Jul 31, 2020 |
| MEEHAN, JAMES, ANDREW | CHIEF COMPLIANCE OFFICER | Na | no | 01/2014 | Mar 13, 2014 | Jul 31, 2020 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| 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 |
| EMSTONE ADVISERS, LLC | n/a | Institutional manager | $29.3M | N | yes | n/a |
| EMERALD SEPARATE ACCOUNT MANAGEMENT LLC | n/a | Asset manager | $21.3M | 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 |
|---|---|---|---|---|---|---|---|---|
| 2019 | Mar 25, 2020 | n/a | n/a | 5 | 3 | 0 | n/a | n/a |
| 2018 | Oct 31, 2018 | n/a | n/a | 5 | 3 | 0 | n/a | n/a |
| 2017 | Dec 22, 2017 | n/a | n/a | 5 | 3 | 0 | n/a | n/a |
| 2016 | Dec 16, 2016 | n/a | n/a | 5 | 3 | n/a | 1 | $0 |
| 2015 | Dec 21, 2015 | n/a | n/a | 5 | 3 | n/a | 1 | $0 |
| 2014 | Dec 27, 2014 | n/a | n/a | 5 | 3 | n/a | 1 | $0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2019 | n/a | n/a | n/a | n/a | n/a | 5 | 5 | 0 | 0 |