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Gemini Portfolio Management

CRD 336479SEC# 801-132851
Export (members)
No longer SEC-registered. Gemini Portfolio Management appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
—
Employees
1
Accounts
—
Location
—

Gemini Portfolio Management assets under management

Gemini Portfolio Management is a registered investment adviser overseen by the SEC. It employs 1 people.
View on SEC.gov ↗

Gemini Portfolio Management owners & executives

1 reported
NameTitleOwnershipSince
John Richard Shepherd ControlCeo, Portfolio Manager, CcoOver 75%2025

Frequently asked questions

How many employees does Gemini Portfolio Management have?

Gemini Portfolio Management reports 1 employees.

Does Gemini Portfolio Management disclose fund performance?

Gemini Portfolio Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Office hours8 a.m.-5 p.m.
Discloses disciplinary historyNo

Regulatory AUM

$65MNo change
Apr '25 — $65MMay '25 — $65MJun '25 — $65MJul '25 — $65MAug '25 — $65MSep '25 — $65MOct '25 — $65MNov '25 — $65MDec '25 — $65MJan '26 — $65MFeb '26 — $65MMar '26 — $65MApr '26 — $65MMay '26 — $65MJun '26 — $65M
Apr '25Form ADV, monthlyJun '26

How this firm compares

EmployeesTop 94%
More than 6% of 16,825 advisers