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Jemma Investment Advisors LLC

● SEC registered since 2022CRD 284198SEC# 801-126937Baltimore, MD
Export (members)
Reg. AUM
$145.9M
Employees
5
Accounts
589
Location
Baltimore, MD

Jemma Investment Advisors LLC assets under management

Jemma Investment Advisors LLC operates as an SEC-registered investment adviser based in Baltimore, MD. The firm has been registered since 2022. It reports $145.9 million in regulatory assets under management and employs 5 people.

Jemma Investment Advisors LLC owners & executives

4 reported
NameTitleOwnershipSince
Brian Carl Nelson ControlManaging Member/PresidentOver 75%2022
Katharine Wilson Dudley ControlSenior Vice PresidentUnder 5%2022
Megan Turner VichichSenior Vice PresidentUnder 5%2022
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Frequently asked questions

How much does Jemma Investment Advisors LLC manage?

Jemma Investment Advisors LLC reports $145.9 million in regulatory assets under management on its Form ADV.

How many employees does Jemma Investment Advisors LLC have?

Jemma Investment Advisors LLC reports 5 employees.

Where is Jemma Investment Advisors LLC located?

Jemma Investment Advisors LLC is based in Baltimore, MD and has been SEC-registered since 2022.

Does Jemma Investment Advisors LLC disclose fund performance?

Jemma Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address810 Gleneagles Court, Suite 109, Baltimore, MD 21286
Phone(855) 662-2121
Office hours8:30 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$119.2M
Non-discretionary$26.7M
Total (RAUM)$145.9M