Emerge Capital Management Inc.
- Regulatory AUM
- $30.0M
- Discretionary
- $0
- Clients
- 2
- Avg AUM / client
- $15.0M
- Accounts
- 2
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 17, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $483 | 0.0% |
| Corporations and other businesses | 1 | $30.0M | 100.0% |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lake Langley, Lisa, Miller | President, Ceo,Cco | Nov 2015 (11y) | 75% or more | |
| Spiring, Charles, Douglas | Shareholder | Sep 2018 (8y) | 5% – 10% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/17/2025 | 902 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- UBS $181M (49% of AUM) Mar 2023
- Pershing $51.3M (46% of AUM) Apr 2024
- U.S. Bank $9.7M (12% of AUM) Apr 2019
- Interactive Brokers $482 (0% of AUM) Jun 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 17, 2025.
View current Form ADV (SEC/IAPD) ↗