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Genesia Investments LLC

● SEC registered since 2024CRD 329661SEC# 801-129413
Export (members)
Reg. AUM
$299.1M
Employees
1
Accounts
684
Location

Genesia Investments LLC assets under management

Genesia Investments LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2024. It reports $299.1 million in regulatory assets under management and employs 1 people.

Genesia Investments LLC owners & executives

1 reported
NameTitleOwnershipSince
Rafael Antonio Villagran ControlManaging Member, Cco, CioOver 75%2023

Frequently asked questions

How much does Genesia Investments LLC manage?

Genesia Investments LLC reports $299.1 million in regulatory assets under management on its Form ADV.

How many employees does Genesia Investments LLC have?

Genesia Investments LLC reports 1 employees.

Does Genesia Investments LLC disclose fund performance?

Genesia Investments LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone864-334-5188
Office hoursBy Appt
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Regulatory AUM

$299.1M▲ 30%
Mar '25 — $230.9MApr '25 — $230.9MMay '25 — $230.9MJun '25 — $230.9MJul '25 — $230.9MAug '25 — $230.9MSep '25 — $230.9MOct '25 — $230.9MNov '25 — $230.9MDec '25 — $230.9MJan '26 — $230.9MFeb '26 — $299.1MMar '26 — $299.1MApr '26 — $299.1MMay '26 — $299.1MJun '26 — $299.1M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$299.1Mregulatory AUM
Discretionary $0Non-discretionary $299.1M