Gem Realty Advisors, LLC (Chicago)


Gem Realty Advisors, LLC is a large advisory firm based in Chicago. It manages $404.82 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005.

Gem Realty Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gem Realty Advisors: assets under management

The assets under management (AUM) of Gem Realty Advisors, LLC is $404.82 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $404.82 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $202.41 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gem Realty Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Stephen J. Malkin Family Trust Partner 1 Oct 1992 25% - 50% 36-7016649
Barry A. Malkin Family Trust Partner 1 Oct 1992 25% - 50% 36-7016646
Barry A Malkin Trustee 1 Oct 1992 Other 2547940
Stephen Malkin Trustee 1 Oct 1992 Other 2304538
Llc Atrium Gem Partners Member 1 May 2004 75% - 100% 20-0895314
Lp Ranger Capital Mangement Member 1 May 2004 50% - 75% 36-3848946

Based in Chicago

The principal office where Gem Realty Advisors, LLC performs its advisory services is located at 900 N. Michigan Avenue, Chicago, IL 60611 6550, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-915-2900 or by fax 312-915-2901. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.gemrc.com.