Genesis Capital, LLC

Overview

Genesis Capital, LLC is organized as a limited liability company and appears in FINTRX as SEC-registered since 2004 with a classification of “Investment Bank.” Ownership is recorded as a mix of a domestic entity and an individual. The available record indicates the firm is not a capital allocator and is flagged as not actively pursuing ESG integration. It is not listed as a multi-state adviser, not newly formed, and the profile does not identify it as a pension consultant or a related adviser. FINTRX contains very limited descriptive detail about the firm’s business lines, fee schedules, client segments, or specific advisory activities. The database entry also notes that the firm has not provided supplemental information about activities and affiliations, which constrains assessment of its client-facing model or investment approach.

Assets & Accounts