Gennx360 Management Company, LLC is a large advisory firm based in Ny. It manages $1.05 billion of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Florida.
Gennx360 Management Company provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Gennx360 Management Company, LLC is $1.05 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Gennx360 Management Company, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Gennx360 Management Company is pooled investment vehicles with 6 clients and $1.05 billion of assets under management. Among the 12 most similar advisory firms, Gennx360 Management Company has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.05 billion for 6 clients. None of the firm’s clients are foreign persons or businesses.
Gennx360 Management Company also advises several private funds. Namely, six private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $1,000,000.
The company employs 18 people that are either part- or full-time employees. 89 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Gennx360 Management Company, LLC performs its advisory services is located at 590 Madison Ave, Ny, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in West Palm Beach, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-257-6792 or by fax 212 257-6791. The normal business hours are 8:30 am to 5:30 pm on Monday - Friday. You can find more information about the New York firm at gennx360.com.