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