Private company

Gem Investment Advisors, LLC

Last updated Oct 21, 2026.

Overview

Corporate structure

Gem Investment Advisors, LLC sits at the top of its group. 2 entities, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of Gem Investment Advisors, LLC

  • Daniel Marc Lewis Owns 75% or more of Gem Investment Advisors, LLC, since 06/2005 (Form ADV)

Built from major holders from Schedules 13D and 13G; stakes of 5% or more it reported on Schedules 13D and 13G (1 companies); owners and owned firms from Form ADV, the registration investment advisers file with the SEC. Each entity in the chart links to its source.

Investment adviser

Gem Investment Advisors, LLC is registered with the SEC as an investment adviser. This is what it reports on Form ADV, the registration every adviser files and keeps current.

Who owns it

Owners of 5% or more as the firm lists them (Schedule A), and the owners of those owners up the chain (Schedule B).

  • Daniel Marc Lewisowns 75% or more, since 06/2005

Filings

3 filings to the SEC since October 2021: 3 other. The latest 3:

  1. Aug 11, 202613F-HR EDGAR
  2. May 15, 202613F-HR EDGAR
  3. May 15, 202613F-HR EDGAR

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Stakes it holds

Gem Investment Advisors, LLC has told the SEC it owns more than 5% of 1 company, latest first (Schedules 13D and 13G).