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.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Government entitiesFewer than 5$28,763,70198.3%
Other clientsFewer than 5$495,6681.7%
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 fund

The 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
Fund administrator PINNACLE FUND ADMINISTRATION CHARLOTTE, North Carolina, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor MARCUM MELVILLE, New York, United States
Custodian THE BANK OF NEW YORK MELLON HOUSTON, Texas, United States Related to adviser: No
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 PIKE
LEOLA, 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.