Genesia Investments LLC
Firm details
- Headquarters
- ,
- CRD number
- 329661
- Registered since
- January 22, 2024
- Website
- genesiainvestments.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Subscription Fees
- Client types
- Other Investment Advisers100%
- Services
- Portfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Genesia Investments LLC is an institutional registered investment adviser that registered with the SEC in 2024. The firm is organized as an LLC with individual ownership and identifies itself as a capital allocator. Its service mix emphasizes portfolio management for businesses and institutions, selecting third‑party advisers, and producing periodicals or newsletters. Fee arrangements include a percentage‑of‑AUM component and subscription fees. Genesia reports being an active ESG investor and appears to focus on working through pooled vehicles and external managers rather than acting solely as a direct‑security manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds98%
- Exchange Traded Equities2%
Owners & executives
1 of 1
Rafael Villagran
Chief Investment Officer & Chief Compliance OfficerCRD 1407829
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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