G
CRD: 332729
GEM Street Capital Management
NEW Orleans, LA
5044529420
$30.6M Total AUM
$30.6M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-21-2024
- Office Locations
- 1
Office Locations
7237 GEM Street NEW Orleans LA
About GEM Street Capital Management
GEM Street Capital Management is a NEW Orleans-based RIA. The firm has been operating for 1 years. Managing $30.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$30.6M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
1.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Atlas Pathway
Investment Themes
Alpha Pioneer
Investment Vehicles
Quantum delta
Services
Pathway Element insight Optima
Owner & Executives
S
STEVEN ADJMI
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #3230396
- Ownership
- 75% or more
(611) 494-4495
vertex.harbor@capitalcapital.com
in linkedin.com/in/meridian-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,650,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,650,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,650,000
U.S. Government/Agency:
20.9% Corporate - Investment Grade:
23.3% Equity - OTC:
8.5% Cash:
12.6% Municipal Bonds:
7.8% Equity - Exchange:
26.9% | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $395,524,775 | 20.9% |
| Corporate - Investment Grade | $440,943,888 | 23.3% |
| Equity - OTC | $160,859,358 | 8.5% |
| Cash | $238,450,343 | 12.6% |
| Municipal Bonds | $147,612,117 | 7.8% |
| Equity - Exchange | $509,072,557 | 26.9% |
| Total | $1,892,463,038 | 100.0% |