Genesia Investments LLC
● SEC registered since 2024CRD 329661SEC# 801-129413
Reg. AUM
$299.1M
Employees
1
Accounts
684
Location
—
About Genesia Investments
Genesia Investments provides outsourced CIO and asset management solutions, including managed portfolios and subscription offerings. It provides tailored OCIO support as an SEC-registered advisor.
Summary based on the firm’s website.
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Rafael Antonio Villagran Control | Managing Member, Cco, Cio | Over 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
| Phone | 864-334-5188 |
| Office hours | By Appt |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$299.1M▲ 30%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,389 advisers
EmployeesTop 94%
More than 6% of 16,799 advisers
Assets under management
$299.1Mregulatory AUM
Discretionary $0Non-discretionary $299.1M