GENNX360 MANAGEMENT COMPANY, LLC

RIASEC RegisteredEst. 2012
Total AUM
$2.7B
Discretionary
$2.7B
100% of AUM
Avg account
$179M
Accounts
15
Employees
21
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
160331
Registered since
March 28, 2012
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • SUMIT TONY

    Chief Financial OfficerCRD 7336079

Contacts

3 of 5
  • LLOYD TROTTER

    FounderCRD 6017731

  • DAPHNE DUFRESNE

    Managing PartnerCRD 6775379

  • MARIE FFOLKES

    Managing PartnerCRD 7884806

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth