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Genesee Capital Advisors, LLC

● SEC registered since 2013CRD 167353SEC# 801-77930Auburn, NY
Export (members)
Reg. AUM
$375.2M
Employees
4
Accounts
1,605
Location
Auburn, NY

Genesee Capital Advisors, LLC assets under management

Genesee Capital Advisors, LLC is an investment advisory firm registered with the SEC based in Auburn, NY. The firm has been registered since 2013. It reports $375.2 million in regulatory assets under management and employs 4 people.
geneseeadvisors.comView on SEC.gov ↗

Genesee Capital Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Jean Marie Hart ControlFounding Partner And Chief Compliance Officer10-25%2013
Michael Christopher Hearn ControlFounding Partner, Investment Officer50-75%2013
Ryan Winfield Pine ControlFounding Partner, Investment Officer25-50%2013

Frequently asked questions

How much does Genesee Capital Advisors, LLC manage?

Genesee Capital Advisors, LLC reports $375.2 million in regulatory assets under management on its Form ADV.

How many employees does Genesee Capital Advisors, LLC have?

Genesee Capital Advisors, LLC reports 4 employees.

Where is Genesee Capital Advisors, LLC located?

Genesee Capital Advisors, LLC is based in Auburn, NY and has been SEC-registered since 2013.

Does Genesee Capital Advisors, LLC disclose fund performance?

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

Contact & registration

Address46 South Street, Auburn, NY 13021
Phone315-554-3020
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
CIK1652348
Discloses disciplinary historyNo

Assets under management

Discretionary$370.2M
Non-discretionary$5.1M
Total (RAUM)$375.2M