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- Custodian
- RBC · Wells Fargo
- Clients
- Retail
- Platforms
- MeridianHorizon +more
- Established Date
- 09-24-2021
- Office Locations
- 2
Office Locations
About EMA SMA LLC
EMA SMA LLC manages an actively run “Monetary Debasement Insurance” strategy investing across gold and silver miners plus Bitcoin and Bitcoin-related infrastructure, aiming for long-term returns above GDX and the S&P 500. The team emphasizes bottom-up company/management diligence and risk/reward-based position sizing, and can own select junior miners and private opportunities that mining ETFs often exclude. Custodied at RBC.
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Owner & Executives
LAWRENCE WARD LEPARD
Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #721071
- Ownership
- 50% but less than 75%
DAVID ANDREW FOLEY
Chief Compliance Officer, Manager, Managing Partner
- CRD
- #2666649
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $58,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $58,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,341,596,874 | 27.3% |
| Cash | $2,525,936,971 | 51.4% |
| Derivatives | $1,046,740,417 | 21.3% |
| Total | $4,914,274,262 | 100.0% |