GENCAP PORTFOLIO MANAGEMENT
Firm details
- Headquarters
- TIBURON, California
- CRD number
- 269910
- Registered since
- August 25, 2015
- Website
- www.frontrowadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- HNWI71.96%
- Individuals23.42%
- Other Investment Advisers3.09%
- Pension & Profit Sharing Plans1.06%
- Charitable Organizations0.47%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Gencap Portfolio Management is an independent registered investment adviser organized as an LLC and active since its 2015 SEC registration. The firm serves individual and family clients as well as institutional relationships, offering financial planning and discretionary portfolio management geared toward individuals and small businesses. Its fee arrangements include asset-based fees, hourly charges and other non-standard billing approaches. The firm does not position itself as a capital allocator and is not an active ESG investor. Among its industry links, Gencap maintains an affiliation as a real estate broker.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- US Government Bonds16%
- Public Funds/Mutual Funds12%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1LYLE BONN
Independent ContractorCRD 717880
Contacts
3 of 6STEPHEN BRADLEY
Portfolio ManagerCRD 4902208
MICHAEL VOGEL
Partner, Portfolio ManagerCRD 1444904
WILLIAM PAINE
AdvisorCRD 2218036
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 306Active vs passive
$40.4M in ETFs
89%
$35.9M
6%
$4.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $2.7M | 105,629 | 6.71% |
Location
TIBURON, CA
MARIN
Location
TIBURON, CA
Headquartered in TIBURON, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- MARIN
- Address
- 1100 Mar West St
- Time zone
- PT (UTC-8)
- Office locations
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