Emerald Investment Partners is an investment advisor in Cary with $913.54 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
472778044
SEC advisor number
801-78937
FINRA CRD number
169584
AUM ?
$913.54 mm
(as of 25 May 22)
Accounts
1,330
(as of 25 May 22)
Employees
25
(16 investment advisory or research)
Address
Emerald Investment Partners
175 REGENCY WOODS PLACE
SUITE 210
CARY
NC 27518
175 REGENCY WOODS PLACE
SUITE 210
CARY
NC 27518
Office hours
Monday - Friday, 8:00AM - 4:00PM
Phone
919-948-4452
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Leggett, Robert, Alexander | Chief Compliance Officer | 12/2013 | 50-75% |
Clint and Robert Holdings | Direct Owner | 12/2021 | > 75% |
Leggett, Robert, Alexander | Owner/partner | 12/2021 | 50-75% |
Sorenson, Clinton, Wayne | Owner/partner | 12/2021 | 50-75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
23 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
4 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21