AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $1.7 |
| Non-Discretionary | $0.0 |
| Total | $1.7 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $1.7 |
| Institutional | $0.0 |
| Total | $1.7 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| F/M INVESTMENTS LLC | $16.9 | 304405 | |
| ZIEGLER CAPITAL MANAGEMENT, LLC | $6.6 | 309195 | |
| EMERALD ADVISERS, LLC | $2.6 | 107496 | |
| CONSERVATION RESOURCE PARTNERS, LLC | $0.8 | 160706 | |
| EMSTONE ADVISERS, LLC | $0.0 | 139061 | |
| EMERALD SEPARATE ACCOUNT MANAGEMENT LLC | $0.0 | 150202 | |
| EMERALD FINANCIAL SERVICES PRIVATE EQUITY PARTNERS LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
20 active
| Name | Title |
|---|---|
| MERTZ, KENNETH, GEORGE | PRESIDENT, CHIEF INVESTMENT OFFICER AND PORTFOLIO MANAGER |
| SEARS, STACEY, LYNN | VICE PRESIDENT, SECRETARY AND PORTFOLIO MANAGER |
| MOYER, DANIEL, WEBSTER | EXECUTIVE VICE PRESIDENT, TRUSTEE |
| MEEHAN, JAMES, ANDREW | CHIEF COMPLIANCE OFFICER |
| WARE, PAUL, WILLARD | TRUSTEE |
| HAILER, JOHN, THOMAS | MEMBER/MANAGER |
| MAGUIRE, CHRISTOPHER | MEMBER |
| WILSON, MICHAEL, ARTHUR ROSS | MEMBER |
| BRIZIUS, CHARLES, ALBERT | MEMBER/MANAGER |
| REHR, SCOTT, LAMBERT | TRUSTEE |
ADVDB.CO • SOURCE: SEC
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $1.7 | $0.0 | 0% | 10 | 0 | 0% |
| 2025-04-21 | $1.7 | $0.0 | 0% | 10 | 0 | 0% |
| 2024-04-02 | $1.9 | -$0.2 | -13% | 10 | 0 | 0% |
| 2023-04-04 | $1.6 | $0.0 | 1% | 10 | 0 | 0% |
| 2022-04-01 | $2.9 | -$1.2 | -43% | 10 | 0 | 0% |
| 2021-04-05 | $2.9 | -$1.3 | -43% | 10 | 0 | 0% |
| 2020-04-01 | $2.5 | -$0.8 | -33% | 10 | 0 | 0% |
| 2019-04-01 | $3.0 | -$1.3 | -45% | 10 | 0 | 0% |
| 2018-04-02 | $2.4 | -$0.8 | -32% | 10 | 0 | 0% |
| 2017-04-01 | $2.0 | -$0.3 | -16% | 10 | 0 | 0% |
| 2016-04-01 | $1.9 | -$0.2 | -11% | 10 | 0 | 0% |
| 2015-04-01 | $1.2 | $0.4 | 34% | 10 | 0 | 0% |
| 2014-04-01 | $0.7 | $0.9 | 127% | 10 | 0 | 0% |
| 2013-04-01 | $0.5 | $1.2 | 223% | 10 | 0 | 0% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| PA, |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (RIC) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV