GEMMER ASSET MANAGEMENT LLC

Overview

Gemmer Asset Management LLC is a boutique advisory firm organized as an LLC and run by an individual owner. The firm runs discretionary portfolio management for individuals, small businesses and some institutional clients, charging a percentage-of-AUM fee. Its stated approach favors equities — in particular exchange-traded vehicles — and it registers as an active ESG investor, which suggests ESG screens or integration are part of manager selection and security choice. Portfolio construction appears ETF-centric at the core, supplemented by direct equity positions and outsourced alternative managers where appropriate. Custody is concentrated at a single major custodian, which supports centralized trading and reporting. The firm’s profile — a relatively concentrated equity/ETF tilt combined with third‑party alternative allocations — positions it to deliver a mix of low-cost, liquid exposures alongside access to less liquid strategies through external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices