GENESES INVESTMENT MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
0
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
HOUSTON, Texas
CRD number
333533
Registered since
November 21, 2024

Firm profile

FINTRX

Overview

Geneses Investment Management, LLC is a limited liability company that registered as an SEC adviser in 2024. The firm functions primarily as a sponsor, general partner and managing member of pooled investment vehicles rather than as a traditional retail adviser. It is organized as a domestic entity and is not designated as a capital allocator. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

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

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
777 Post Oak Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth