GEM Street Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 332729
- Fee structure
- Percentage of AUM
- Client types
- Individuals61.34%
- HNWI38.66%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
GEM Street Capital Management is an independent, Louisiana-registered limited liability company that provides investment advice primarily to individuals and families. The firm is owned by an individual and positions itself as a fee-based adviser charging a percentage of assets under management. Its advisory work centers on portfolio management for individual investors and small businesses, and its public filings list accounting as a core business activity and industry affiliation. The firm does not identify as an ESG investor and operates only within its state registration.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds37%
- Investment Grade Corp Bonds25%
- Non-Exchange Traded Equities20%
- Cash & Cash Equivalents9%
- State & Local Bonds7%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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