Gencap Portfolio Management

Overview

Gencap Portfolio Management is an independent, SEC-registered registered investment advisor organized as an LLC and active since 2015. The firm serves individuals, families and institutional clients, focusing on financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements include traditional percentage-of-AUM billing as well as hourly and other fee structures. The adviser reports it is not a capital allocator and does not position itself as an active ESG investor. It maintains an industry affiliation as a real estate broker, which is consistent with its use of real estate strategies in client portfolios. The firm is organized as a domestic entity with individual ownership.

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Public Holdings

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Location & Offices