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GENSPRING FAMILY OFFICES, LLC

Business and Investment Profile

The GENSPRING FAMILY OFFICES, LLC is a publicly held investment adviser that advises $76.69Bn in regulatory assets under management held in 2 SEC fund types across 4 investment strategies. GENSPRING FAMILY OFFICES, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 44.82% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 27.01 years and is comprised of 2 filing and 0 relying advisers. They operate out of 29 office locations with their Headquarters at 303 PEACHTREE STREET 2ND FLOOR, ATLANTA, GEORGIA. The Group has been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.

Employee Profile

They have 2,473 employees comprised of 2,360 investment and 113 non-investment staff. The total number of Employees decreased by 14.99% over the last 5-years.

Asset Profile

Their $76.69Bn in assets advised are owned by 9 private funds, 0 public funds and BDCs and 2,419 other accounts. Assets of High Net Worth Individuals clients own $47.62Bn or 62.1% of Total Assets and Individuals own $23.06Bn or 30.06% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Multi Strat, Traditional LBO and Real Estate, representing 99.18%, 0.35% and 0.34% of total assets, respectively.

Client Profile

They advise 8 types of clients, top clients are High Net Worth Individuals and Individuals.

Service Provider Profile

The Group uses 2 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 2 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses advisory fees, fixed fees, management fees and performance-based fees.

Sub-Advisers

GENSPRING FAMILY OFFICES, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: GENSPRING FAMILY OFFICES, LLC

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Generated 2026-09-12T06:47:47.8102436.  © 2026 Convergence.