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GENESIS FUND MANAGEMENT

Business and Investment Profile

The GENESIS FUND MANAGEMENT is a privately held investment adviser that advises $42.17Bn in regulatory assets under management held in 3 SEC fund types across 3 investment strategies. GENESIS FUND MANAGEMENT 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 235.81% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 46.07 years and is comprised of 6 filing and 0 relying advisers. They operate out of 102 office locations with their Headquarters at 1450 BRICKELL AVENUE SUITE 2610, MIAMI, FLORIDA. The Group has been subject to regulatory enforcement actions. They are regulated by 11 US and Non-US bodies.

Employee Profile

They have 892 employees comprised of 437 investment and 455 non-investment staff. The total number of Employees increased by 223.19% over the last 5-years.

Asset Profile

Their $42.17Bn in assets advised are owned by 15 private funds, 8 public funds and BDCs and 832 other accounts. Assets of High Net Worth Individuals clients own $23.58Bn or 55.91% of Total Assets and Individuals own $8Bn or 18.97% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Long/Short Equity, Fund of Funds and FI/Credit - Diverse, representing 80.1%, 15.8% and 4.1% of total assets, respectively.

Client Profile

They advise 10 types of clients, top clients are High Net Worth Individuals and Individuals.

Service Provider Profile

The Group uses 4 Fund Administrators, 3 Fund Auditors, 0 Prime Brokers, 2 Custodians and 9 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

GENESIS FUND MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 1 fund.

Full profile: GENESIS FUND MANAGEMENT

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Generated 2026-09-12T06:47:51.0272516.  © 2026 Convergence.