Genesis Capital, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 128801
- Registered since
- February 13, 2004
- Website
- genesis-capital.com
Firm profile
FINTRXOverview
Genesis Capital, LLC is organized as a limited liability company and is classified in the dataset as an investment bank. Ownership is shown as a combination of a domestic entity and an individual, and the firm is characterized more as an investment-banking organization than as an asset manager or capital allocator. The available profile does not list client segments, fee arrangements, or specific advisory activities; those elements are not disclosed in the source data. The firm is not identified as an active ESG investor, is not marked as a multistate adviser, and is not noted as a pension consultant or related adviser. It is also not indicated to be a newly formed adviser. The record contains minimal detail on operations, assets, or affiliations. To determine the firm’s service offering, client focus, office footprint, or personnel, direct contact with Genesis Capital, LLC or additional regulatory and corporate records would be required.
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Mary Collier
Chief Compliance OfficerCRD 6478463
Contacts
3 of 6Robert Campbell
FinOpCRD 1349154

Jonathan Goldman
Founder and Managing PartnerCRD 2003729

Kevin Whitney
AssociateCRD 6214572
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 3414 Peachtree Rd Ne
- Time zone
- ET (UTC-5)
- Office locations
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