GEM Street Capital Management

Overview

GEM Street Capital Management is a small, owner-operated advisory that focuses on portfolio management for individuals and small businesses. The firm operates as a limited liability company with an individual owner and positions itself as an accountant-led advisory practice, which suggests an emphasis on tax-aware portfolio construction and client reporting. Its client base is primarily individuals and families, and its fee model is a percentage of assets under management. Investment activity at GEM Street Capital Management is tilted toward fixed income, with a clear preference for U.S. government bonds as a principal allocation. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser; its investment approach appears conservative and income-oriented. Given the small scale and accountant background, the firm likely combines discretionary portfolio management with hands-on client service and financial planning tied to tax considerations.

Assets & Accounts

Investments & Alternatives

Location & Offices