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Emerald Fixed Income Advisers, LLC (Malvern)


Emerald Fixed Income Advisers, LLC is a large advisory firm based in Malvern. It manages $113.12 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Pennsylvania.

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Emerald Fixed Income Advisers provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Emerald Fixed Income Advisers: assets under management

The assets under management (AUM) of Emerald Fixed Income Advisers, LLC is $113.12 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 271% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $113.12 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $14.14 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Emerald Fixed Income Advisers, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Joseph Edward Besecker Shareholder 1 Jan 1995 25% - 50% 1142348
Anthony James Basile Shareholder 1 Jan 2003 25% - 50% 1184601
Richard Allen Zackroff Shareholder 1 Jan 2003 25% - 50% 475562
Emerald Asset Management Shareholder 1 Sep 2012 25% - 50% 23-2650313
Emerald Asset Management Employee Stock Ownership Trust Shareholder 1 Sep 2012 25% - 50% 35-2456016

Based in Malvern

The principal office where Emerald Fixed Income Advisers, LLC performs its advisory services is located at 301 Lindenwood Drive, Malvern, PA 19355, which is also the mailing address of the firm. An additional office of the firm is in West Conshohocken, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-647-5287 or by fax 610-647-5973. The normal business hours are 8:00 a.m. - 6:00 p.m. on Monday - Friday. You can find more information about the New York firm at teamemerald.com.


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