Emerge Capital Management

Emerge Capital Management Inc. is an SEC-registered investment adviser that offers investment management services to institutional clients and other investment advisors. The firm specializes in providing a platform of emerging manager strategies for various clients, including foundations, endowments, and corporate pension plans. Emerge also offers consulting services to assist in the launch process of these strategies. The firm's investment advisory services involve continuous account supervision, administrative services, portfolio management, performance evaluation, and monitoring. Emerge charges fees based on distribution fees, investment management revenue, and consulting services. The firm's fees range from 0.25% to 1% depending on the service and client size. Emerge does not charge performance-based fees and does not distribute for managers who charge such fees. Clients have discretion over their investments, and the firm does not generally vote proxies on behalf of clients. Emerge does not accept custody of client funds and recommends clients select their own custodian. The firm exercises investment discretion within agreed-upon procedures and client guidelines. Emerge has no disciplinary information and maintains high ethical standards through its Code of Ethics. Clients have the right to terminate agreements with Emerge with a 30-day notice. The firm does not engage in principal transactions for client accounts and prohibits preferential treatment in trade allocations.