GEMINI PORTFOLIO MANAGEMENT

GEMINI PORTFOLIO MANAGEMENT is an SEC-registered investment adviser (CRD 336479). Regulatory assets under management: $65.0M.

Registration

• CRD: 336479
• SEC file number: 801-132851
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 336479 on SEC IAPD (source of record)
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