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Gentrust, LLC

● SEC registered since 2011CRD 158369SEC# 801-72707Miami, FL
Export (members)
Reg. AUM
$5.2B
Employees
40
Accounts
1,527
Location
Miami, FL

Gentrust, LLC assets under management

Gentrust, LLC is an investment advisory firm registered with the SEC based in Miami, FL. The firm has been registered since 2011. It reports $5.2 billion in regulatory assets under management and employs 40 people.

Gentrust, LLC owners & executives

13 reported
NameTitleOwnershipSince
Eli Augustus Cohen ControlMember5-10%2014
George Luis Perez ControlMember10-25%2011
Guillermo Jorge Socarras ControlMember10-25%2011
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Frequently asked questions

How much does Gentrust, LLC manage?

Gentrust, LLC reports $5.2 billion in regulatory assets under management on its Form ADV.

How many employees does Gentrust, LLC have?

Gentrust, LLC reports 40 employees.

Where is Gentrust, LLC located?

Gentrust, LLC is based in Miami, FL and has been SEC-registered since 2011.

Does Gentrust, LLC disclose fund performance?

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

Contact & registration

Address1450 Brickell Avenue, Suite 3050, Miami, FL 33131
Phone305-677-6688
Office hours9:00a.m. - 5:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Regulatory AUM

$5.2B▲ 28%
Feb '25 — $4.06BMar '25 — $4.46BApr '25 — $4.46BMay '25 — $4.46BJun '25 — $4.46BJul '25 — $4.46BAug '25 — $4.46BSep '25 — $4.46BOct '25 — $4.46BNov '25 — $4.46BDec '25 — $4.46BJan '26 — $4.46BFeb '26 — $4.46BMar '26 — $5.2BApr '26 — $5.2BMay '26 — $5.2BJun '26 — $5.2B
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
EmployeesTop 14%
More than 86% of 16,825 advisers

Assets under management

$5.2Bregulatory AUM
Discretionary $3.88BNon-discretionary $1.33B