GENESIS TECH FUND MANAGER, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Prosper, Texas
CRD number
330774

Firm profile

FINTRX

Overview

Genesis Tech Fund Manager, LLC is structured as a limited liability company with individual ownership. The firm does not present itself as a multi-state registered adviser, is not identified as an active ESG investor, and is not classified as a pension consultant or capital allocator in the available records. It serves in sponsor and managing-member roles for pooled investment vehicles, indicating the firm takes on GP/sponsor responsibilities for at least one pooled private vehicle.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • KEELEY HUBBARD

    ManagerCRD 6128977

  • Brandi Shotwell

    ManagerCRD 7904227

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Prosper, TX

COLLIN

Location

Prosper, TX

Headquartered in Prosper, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
COLLIN
Address
603 E Broadway St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth