Investment adviser · CRD 322663
GENIE AI LLC
Investment adviser filing (IA)
BROOKLINE, MA, United States · Form ADV filed Jan 31, 2023
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
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: Jan 31, 2023. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
47 ADDINGTON RDBROOKLINE, MA, 02445, United States
CRD 322663
Filing source
Form ADV 1708084 · Jan 31, 2023 · 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.