GENESIS CAPITAL, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 128801
- Registered since
- February 13, 2004
- Website
- genesis-capital.com
Firm profile
FINTRXOverview
Genesis Capital, LLC is organized as a limited liability company and has been registered with the SEC since 2004. Filings classify the firm as an investment bank and indicate ownership by a combination of a domestic entity and individual owners. The firm is not documented as a capital allocator, which suggests it does not manage pooled external investment vehicles on a discretionary basis. Regulatory and public records identify the firm as neither a multi-state adviser nor a pension consultant, and it is not listed as an active ESG investor. The snapshot data does not include a fee schedule, a disclosed client roster, or a breakdown of business and advisory activities, so there is limited visibility into its day-to-day services or client types. Genesis Capital operates from a single office location according to the available information. No awards, alternative-investment programs, or family-office services are reported in the provided material.
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1MARY COLLIER
Chief Compliance OfficerCRD 6478463
Contacts
3 of 7JONATHAN GOLDMAN
Founder and Managing PartnerCRD 2003729
Robert Campbell
Territory ManagerCRD 1349154
MADELINE CHILDERS
AnalystCRD 7764435
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 3414 Peachtree Rd NE
- Time zone
- ET (UTC-5)
- Office locations
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