Gem Realty Capital
Answer a few questions and
get matched with an advisor.
Learn more about Gem Realty Capital
Overview
Gem Realty Capital operates as an advisory company headquartered in Chicago, Illinois. The firm has $5.7 billion in assets over 22 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management (AUM). It has an average-sized group, including 31 financial advisors. Gem Realty Capital is not a registered broker-dealer, meaning it is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer company to do so. Securities are tradable financial investments like options, bonds and stocks.
Gem Realty Capital oversees all of its client assets in a discretionary manner. Discretionary management means that a portfolio manager has the discretion to make transaction choices without requiring client consent. The company administers an average of $257.1 million for every account. An average advisor at Gem Realty Capital administers fewer than one client account, making it one of the most individualized financial advisor firms in the country.
The company's central office is at 900 North Michigan Ave, Chicago, Illinois 60611-6550. The firm is legally registered to serve investors in the state of Illinois.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Gem Realty Capital by the Numbers
$5.7 billion
71
22
$257.1 million
Fee Structure
Fees for financial management usually are based on which service is provided. However, fees charged by Gem Realty Capital likely are comprised of any combination of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with pooled investment vehicles, charitable organizations and other investment advisers. Out of its 22 customers, Gem Realty Capital's largest client by number of accounts is pooled investment vehicles. Just 4% of its clients reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 94.74%
- Charitable Organizations - 5.26%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Gem Realty Capital does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.