GENFI LLC

Overview

Genfi LLC is an independent, privately owned registered investment adviser that serves both individual/family and institutional clients. The firm operates as a limited liability company and combines advisory services with accounting expertise. Its advisory capabilities emphasize financial planning, portfolio management for individuals and small businesses, and the selection and oversight of third‑party managers. Fee arrangements include a percentage of assets under management as well as hourly and fixed‑fee engagements. Genfi positions itself as a capital allocator that deploys outside managers rather than acting solely as an in‑house asset manager. The firm does not present itself as an active ESG investor and is not structured as a multi‑state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices