Emerald Asset Management (Leola) Overview

  • Founded
  • 1991
Founded
  • Status
  • Private
  • Latest Deal Type
  • PE Growth
  • Financing Rounds
  • 1

Emerald Asset Management (Leola) General Information

Description

Provider of equity and fixed-income portfolio management services to institutional and individual investors. The company offers mutual funds, individually managed separate accounts and asset allocation using a combination of proprietary quantitative models, fundamental analysis and fundamental bottom-up research process that incorporates company meetings and discussions with the company's management, employees, customers, competitors and suppliers, enabling investors to identify unrecognized and under-researched growth companies and have them in the portfolio.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Primary Office
  • 3175 Oregon Pike
  • Leola, PA 17540
  • United States
+1 (800) 000-0000
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Emerald Asset Management (Leola) Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Emerald Asset Management (Leola) Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of equity and fixed-income portfolio management services to institutional and individual investors. The company
Asset Management
Leola, PA
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Sausalito, CA
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00.000
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Boston, MA
00 As of 0000
00.00 0000-00-00
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Emerald Asset Management (Leola) Competitors (3)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Aperio Group Formerly PE-Backed Sausalito, CA 00 00.000 000000&0 00.000
00000000 00000 000 Corporate Backed or Acquired Boston, MA 00 000000&0
0000000 0000000000 Venture Capital-Backed Irvine, CA 000 0000 0000000000 0 0000
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Emerald Asset Management (Leola) Executive Team (7)

Name Title Board Seat Contact Info
Joseph Besecker Founder, Chairman, President & Chief Executive Officer
Kenneth Mertz II President & Chief Investment Officer, Emerald Advisers, LLC
Richard Juliano Chief Operating Officer, Board Member & Chief Financial Officer
Scott Rehr Chief Operating Officer, Emerald Advisers, LLC
David Volpe Managing Director & Deputy Chief Investment Officer
You’re viewing 5 of 7 executive team members. Get the full list »

Emerald Asset Management (Leola) Board Members (1)

Name Representing Role Since
000000 00000000 Emerald Asset Management (Leola) Founder, Chairman, President & Chief Executive Officer 000 0000
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Emerald Asset Management (Leola) Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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