Investment adviser · CRD 329661
GENESIA INVESTMENTS LLC
Investment adviser filing (IA)
· Form ADV filed Feb 4, 2026
- Regulatory AUM
- $299M Form ADV · Item 5.F
- Client accounts
- 684 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other investment advisers | Fewer than 5 | $299,078,538 | 100.0% |
Filing source
Form ADV 2047324 · Feb 4, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 4, 2026. View historical filings
Reported services
Business portfolio management · Selection of other advisers · Publication of newsletters
Compensation
Percentage of assets · Subscription
Principal office
CRD 329661
Filing source
Form ADV 2047324 · Feb 4, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.