GEM REALTY CAPITAL

RIASEC RegisteredEst. 2012
Total AUM
$6.3B
Discretionary
$6.3B
100% of AUM
Avg account
$251M
Accounts
25
Employees
69
Advisory reps
8

Firm details

Headquarters
CHICAGO, Illinois
CRD number
157210
Registered since
March 30, 2012
Website
gemrc.com
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles98.79%
  • Charitable Organizations1.21%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

GEM Realty Capital is a limited partnership that registered with the SEC in 2012 and positions itself as a multi-strategy manager with an emphasis on real estate alongside hedge and venture-capital activities. Its client base is institutional, and the firm provides portfolio management for pooled investment vehicles as well as for businesses and other institutions. GEM Realty Capital commonly serves as sponsor, general partner and managing member of pooled vehicles it manages. Its fee model combines a percentage-of-assets approach with performance-based fees. The firm does not classify itself as an active ESG investor and is not presented as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

3 of 5
  • Lou Hellebusch

    General Counsel and Chief Compliance OfficerCRD 7894481

  • Andrew Franklin

    Chief Financial OfficerCRD 6773149

  • Elizabeth Keigher

    Co-Chief Operating OfficerCRD 7715790

Unlock 2 more executives

Contacts

3 of 3
  • MICHAEL ELRAD

    Senior Managing PartnerCRD 5034589

  • BARRY MALKIN

    Senior Managing PartnerCRD 2547940

  • NORMAN GELLER

    Executive ChairmanCRD 5034585

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
900 N Michigan Ave
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth