Asset ManagerRIA · CRD 150171SEC-Registered

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Gem State Holdings

Gem State Holdings is an SEC-registered investment adviser in Boise, ID. The firm manages $102 million in assets on a discretionary basis. It has 2 employees...

Gem State Holdings

Gem State Holdings is an SEC-registered investment adviser in Boise, ID. The firm manages $102 million in assets on a discretionary basis. It has 2 employees and 1 investment adviser.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

City

Boise

Corporate office

Meridian, Idaho, United States

Additional offices

Boise, Idaho

Sector focus

ConstructionConcreteCommercial LandscapingService Businesses

Frequently asked questions

What type of businesses does Gem State Holdings acquire?

Gem State Holdings targets profitable service businesses generating at least $3 million in EBITDA, concentrating on concrete and commercial landscaping within the broader construction-services sector. The firm seeks companies with strong existing leadership and a culture worth preserving.

How does Gem State Holdings operate its portfolio companies post-acquisition?

The firm takes an active management approach post-close. It installs proprietary software to optimize operations, improve efficiency, and provide data-driven oversight, while retaining the acquired company’s legacy leadership team and culture.

Is Gem State Holdings structured as a private equity fund or a holding company?

Gem State Holdings describes itself as an active holding company, not a traditional private equity fund. It signals indefinite ownership, operator-led governance, and a focus on long-term value creation rather than a fixed exit timeline.

Does Gem State Holdings participate in fund commitments or only direct acquisitions?

Available public information only describes a direct-acquisition model targeting whole ownership of service businesses. There is no indication the firm makes third-party fund commitments or co-invests as a limited partner alongside other managers.

Where does Gem State Holdings operate geographically?

The firm is headquartered in Meridian, Idaho, with an additional office in Boise, and states it serves the Mountain West region. Its acquisition focus on local concrete and commercial landscaping businesses suggests a regional, rather than national, operational footprint.

Who runs investment and acquisition decisions at Gem State Holdings?

The firm has not publicly named its founder, CEO, CIO, or managing principals. Its website and available materials describe the philosophy and approach without identifying the individuals responsible for deal origination or portfolio oversight.

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