GENNX360 MANAGEMENT COMPANY, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 160331
- Registered since
- March 28, 2012
- Website
- www.gennx360.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles99.33%
- Corporations / Businesses0.67%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Gennx360 Management Company, LLC is an SEC-registered investment adviser organized as an LLC and classified as a private equity fund manager. The firm primarily serves institutional clients and provides portfolio management for pooled investment vehicles as well as for businesses and institutions. Its fee structure combines a percentage-of-assets model with performance-based fees. Gennx360 does not describe itself as an active ESG investor, is not a multi-state adviser, and does not operate as a pension consultant or capital allocator. The firm also lists roles such as sponsor, general partner, and managing member of pooled investment vehicles among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1SUMIT TONY
Chief Financial OfficerCRD 7336079
Contacts
3 of 5LLOYD TROTTER
FounderCRD 6017731
DAPHNE DUFRESNE
Managing PartnerCRD 6775379
MARIE FFOLKES
Managing PartnerCRD 7884806
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 200 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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