EMERALD INVESTMENT ADVISERS, LLC · Tank Allocator Loader

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EMERALD INVESTMENT ADVISERS, LLC

UUID8737ad3b-f674-5c25-b73c-217f9b6c637f

TypeASSET_MANAGER

Status—

Created2025-10-23 02:24:38

Updated2025-10-23 02:24:38

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

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SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	338769	338769	—	1.0

Profile

Website—

HQ CityLEOLA

HQ StatePA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

People

Name	Title	Role	Email	Evidence
1251 CAPITAL GROUP HOLDINGS, LLC	SHAREHOLDER	OFFICER	—	{"filing_id": "2015560", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
1251 CAPITAL GROUP, INC.	MANAGING MEMBER	OFFICER	—	{"filing_id": "2015560", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
1251 FINANCING COMPANY, LLC	MEMBER	OFFICER	—	{"filing_id": "2015560", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
BRIZIUS, CHARLES, ALBERT	MEMBER/MANAGER	OFFICER	—	{"filing_id": "2015560", "owner_id": "2168268", "source": "adv_part1", "table": "Schedule_A_B"}
EMERALD ADVISERS, LLC	DIRECT OWNER	OFFICER	—	{"filing_id": "2015560", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
EMERALD ASSET MANAGEMENT EMPLOYEE STOCK OWNERSHIP TRUST	MEMBER	OFFICER	—	{"filing_id": "2015560", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
EMERALD ASSET MANAGEMENT PA, LLC	MEMBER	OFFICER	—	{"filing_id": "2015560", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
EMERALD ASSET MANAGEMENT, INC.	PARENT COMPANY	OFFICER	—	{"filing_id": "2015560", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
F/M MANAGERS GROUP PAYCO, LLC	MEMBER	OFFICER	—	{"filing_id": "2015560", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
F/M MANAGERS GROUP, LLC	MEMBER	OFFICER	—	{"filing_id": "2015560", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
HAILER, JOHN, THOMAS	MEMBER/MANAGER	OFFICER	—	{"filing_id": "2015560", "owner_id": "1635883", "source": "adv_part1", "table": "Schedule_A_B"}
MAGUIRE, CHRISTOPHER, JAMES	MEMBER	OFFICER	—	{"filing_id": "2015560", "owner_id": "7038284", "source": "adv_part1", "table": "Schedule_A_B"}
MERTZ, KENNETH, GEORGE	PRESIDENT, CHIEF INVESTMENT OFFICER	OFFICER	—	{"filing_id": "2015560", "owner_id": "4358855", "source": "adv_part1", "table": "Schedule_A_B"}
MOYER, DANIEL, WEBSTER	TRUSTEE	OFFICER	—	{"filing_id": "2015560", "owner_id": "1018789", "source": "adv_part1", "table": "Schedule_A_B"}
REHR, SCOTT, LAMBERT	TRUSTEE	OFFICER	—	{"filing_id": "2015560", "owner_id": "1539373", "source": "adv_part1", "table": "Schedule_A_B"}
VOLPE, DAVID, ALAN	MANAGING DIRECTOR	OFFICER	—	{"filing_id": "2015560", "owner_id": "6007762", "source": "adv_part1", "table": "Schedule_A_B"}
WARE, PAUL, WILLARD	TRUSTEE	OFFICER	—	{"filing_id": "2015560", "owner_id": "6318229", "source": "adv_part1", "table": "Schedule_A_B"}
WILSON, MICHAEL, ARTHUR ROSS	MEMBER	OFFICER	—	{"filing_id": "2015560", "owner_id": "7038287", "source": "adv_part1", "table": "Schedule_A_B"}
MEEHAN, JAMES, ANDREW	CHIEF COMPLIANCE OFFICER	EMPLOYEE	—	{"filing_id": "2015560", "owner_id": "2221482", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:38 • csv
```
{
  "date_submitted": "09/15/2025 09:08:07 AM",
  "filing_id": "2015560",
  "reg_type": "IA"
}
```