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, SEC-registered institutional RIA that serves institutional clients through portfolio management for pooled investment vehicles. The firm’s ownership is described as a combination of a foreign entity and an individual, and its stated fee arrangements include both a percentage-of-AUM component and performance-based fees. Gensen is not characterized as a capital allocator, does not participate in active ESG investing, and is not identified as a multi-state or pension consulting adviser. The business model centers on managing pooled vehicles for institutional investors rather than providing retail wealth management or fiduciary services to individual households. The presence of performance fees suggests a manager-wins alignment on outperformance, while the AUM-based fee element provides recurring revenue linked to asset levels.

Assets & Accounts

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

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth