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Emerald Investment Partners

Company Profile

Company profile

Website

carillonadvisors.com/

Incorporated

Location

Fiscal year end

SEC CIK

IRS number

472778044

SEC advisor number

801-78937

FINRA CRD number

169584

AUM ?

$913.54 mm (as of 25 May 22)

Accounts

1,330 (as of 25 May 22)

Employees

25 (16 investment advisory or research)

Address

Emerald Investment Partners
175 REGENCY WOODS PLACE
SUITE 210
CARY
NC 27518

Office hours

Monday - Friday, 8:00AM - 4:00PM

Phone

919-948-4452

Brochures

Ownership

Owner	Title	From	%Ownership
Leggett, Robert, Alexander	Chief Compliance Officer	12/2013	50-75%
Clint and Robert Holdings	Direct Owner	12/2021	> 75%
Leggett, Robert, Alexander	Owner/partner	12/2021	50-75%
Sorenson, Clinton, Wayne	Owner/partner	12/2021	50-75%

Latest filings (excl ownership)

Annual report of proxy voting record

Latest ownership filings

View all

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

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