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Steven Adjmi

Gem Street Capital Management

New Orleans, LA

CRD 3230396

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Employer firm

Gem Street Capital Management CRD 332729

$30.7M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Gem Street Capital Management

New Orleans, LA • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-10-21
  • LA RA
    APPROVED
    Since 2024-10-21

Branch Locations

7237 Gem Street, New Orleans, LA 70124 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jean Therapy New Orleans LA 11/2002 12/2017
Citishapes New Orleans LA 01/2018 Present
Steven Adjmi, Cpa New Orleans LA 10/2019 Present
Primary Residential Mortgage Baton Rouge LA 01/2021 08/2022
Gem Street Capital Management, Llc New Orleans LA 10/2024 Present
Union Capital Management Corp Investment Adviser Representative LA 12/2022 10/2024
  • 11/2002 → 12/2017
    Jean Therapy
    New Orleans, LA
  • 01/2018 → Present
    Citishapes
    New Orleans, LA
  • 10/2019 → Present
    Steven Adjmi, Cpa
    New Orleans, LA
  • 01/2021 → 08/2022
    Primary Residential Mortgage
    Baton Rouge, LA
  • 10/2024 → Present
    Gem Street Capital Management, Llc
    New Orleans, LA
  • 12/2022 → 10/2024
    Investment Adviser Representative, LA
Previous Registrations
Other Businesses

Steven Charles Adjmi is a CPA and sole proprietor of Steven Adjmi, CPA. Steven Charles Adjmi owns a real estate investment, La Cancha LLC dba Citishapes.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-28
S63 Uniform Securities Agent State Law Examination 1999-06-24
  • S65 Uniform Investment Adviser Law Examination
    2022-01-28
  • S63 Uniform Securities Agent State Law Examination
    1999-06-24
Other Names
  • Steven Adjmi
  • Steven Charles Adjmi

View on SEC IAPD

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