Emerge Capital Management

Assets Under Management

$112.8M

Number of Clients

7

Number of Advisors

4

Average Client AUM

$16.1M

AUM per Advisor

$28.2M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Emerge Capital Management offers investment management services for clients and distribution, investment management, and consulting services for other registered investment advisors. They provide a platform of emerging manager strategies and consulting services to assist firms in launching their strategies. Emerge also accepts direct accounts for discretionary management with sub-advisors on a limited basis.

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only

Emerge earns compensation from distribution fees and investment management revenue as a percentage of the sub-advisor's fee. For the Emerge platform, fees range from 0.25% to 1.00%, plus custody and trading costs. Fees may be negotiable based on account size and the number of accounts. Consulting fees for corporations, pension plans, and non-profits range from 0.25% to 1% depending on size and depth of requirement.

Areas of Practice
Investment Management
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Location

500 Pearl Street, Suite 740, Buffalo, NY, 14202

4 Advisors at this firm