Gentrust

Overview

Gentrust is an independent registered investment adviser organized as an LLC and SEC-registered since 2011. The firm serves both individuals/families and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Gentrust acts as a capital allocator and reports active ESG investing as part of its process. It uses a mix of fee arrangements — percentage of AUM, fixed fees, and performance-based fees — which supports both traditional advisory mandates and incentive structures often used with alternative strategies. The firm has appeared on industry lists published by Citywire and Forbes (multiple years).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices