# GEMINI PORTFOLIO MANAGEMENT

GEMINI PORTFOLIO MANAGEMENT is an SEC-registered investment adviser.

## Registration

- CRD: 336479
- Type: SEC-registered investment adviser
- SEC file number: 801-132851
- Phone: 503 440 6077
- Latest filing: 2025-05-30
- Regulatory AUM: $65.0M
- Discretionary AUM: $65.0M
- Clients: 1
- Accounts: 400

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| [John Richard Shepherd](https://search.stillhousedata.com/person/692414) | CEO, PORTFOLIO MANAGER, CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/336479/brochure
- Similar advisers: https://search.stillhousedata.com/firm/336479/similar
- Related entities: https://search.stillhousedata.com/firm/336479/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/336479

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.