Genesia Investments LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Message
Happy Holidays!! thanks for using AUM13F!!
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Genesia Investments LLC
CRD #329661
SEC #801-129413
CIK #
AUM $230.9 M (2025-03-07)
Employees 1 (100% Investors, 0% Brokers)
Phone864-334-5188
Address
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
2502001501005002011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 230.9
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 594 230.9
By Discretionary
Discretionary 0 0.0
Non-Discretionary 594 230.9
Total 594 230.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 230.9
Total 594 230.9
Comparable Firms State AUM ($B)
Chatham Investment Advisors LLC
PA 0.4
First Financial Coaching Inc
MI 0.3
Navigate 401K LLC
AL 0.3
STF Management LP
TX 0.2
Allied Asset Advisors Inc
IL 0.2
Jlens
NY 0.2
Dynamic Wealth Group LLC
0.1
Chadler Investment Advisory Solutions LLC
NJ 0.1
Marketdesk Indices LLC
MO 0.1
2Xideas US Inc
NY 0.1
Terms | Privacy | Guide
tony@aum13f.com