Investment adviser · CRD 139061
EMSTONE ADVISERS, LLC
Investment adviser filing (IA)
LEOLA, PA, United States · Form ADV filed Sep 15, 2026
- Regulatory AUM
- $29.3M Form ADV · Item 5.F
- Client accounts
- 3 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Government entities | Fewer than 5 | $28,763,701 | 98.3% |
| Other clients | Fewer than 5 | $495,668 | 1.7% |
Filing source
Form ADV 2132636 · Sep 15, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
EMERALD TALF FUND LPOther Private Fund · Last reported Apr 24, 2012$572MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-2544373966
- Reported beneficial owners
- 2
- Minimum commitment
- $10K
Form ADV 642201 · Apr 24, 2012 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Sep 15, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
3175 OREGON PIKELEOLA, PA, 17540, United States
CRD 139061
Filing source
Form ADV 2132636 · Sep 15, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.