Gensen Asset Management Inc.

RIASEC RegisteredEst. 2026
Total AUM
$75M
Discretionary
$75M
100% of AUM
Avg account
$75M
Accounts
1
Employees
3
Advisory reps
2

Firm details

Headquarters
,
CRD number
339709
Registered since
January 16, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Gensen Asset Management Inc. is a corporate RIA focused on institutional mandates, registered with the SEC (registration year listed as 2026). Its stated advisory activity is portfolio management for pooled investment vehicles, and its client profile is institutional rather than retail. Ownership is noted as a mix of a foreign entity and an individual, and the firm is classified as unclassified for regulatory purposes. Gensen charges a combination of a percentage-of-AUM fee and performance-based fees, a structure typically used by managers running actively managed pooled funds where outperformance is a material part of the value proposition. The firm is not designated as an ESG investor and does not operate as a pension consultant or a related adviser. It is also not identified as a capital allocator, which suggests the primary role is active portfolio management within pooled structures rather than direct principal investments or wide-scale capital deployment across multiple separate vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

1 of 1
  • Hanif Dhanani

    Chief Compliance OfficerCRD 6230596

Contacts

1 of 1
  • Timothy Laurie

    Portfolio Manager, Managing PartnerCRD 6402972

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth