EMSTONE ADVISERS, LLC
  • EMSTONE ADVISERS, LLC
  • EMERALD FIXED INCOME ADVISERS, LLC

Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 02/01/2006
ADV Location LEOLA, PA, United States
Contact Info 717 xxxxxxx
Websites
AUM* 29,259,369 -30%
of that, discretionary 29,259,369 -30%
Number of Employees 8
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 9,753,123 16%
SMA’s Yes
Private Funds 0

Adviser Type

- Related adviser

Client Types

- State or municipal government entities
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

137M 118M 98M 78M 59M 39M 20M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary