This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-23-2016
- Office Locations
- 1
Office Locations
About Genesis Capital Group LLC
Genesis Capital Group, LLC is a New York-based investment management firm providing global asset management, financial advisory, and risk management for affluent and institutional clients. Capabilities span traditional and alternative equity, fixed income, commodities, and private market strategies, alongside portfolio analysis and wealth planning. The firm also supports employers with ERISA-focused corporate benefit planning, including deferred comp and SERP design.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DINO DIONNE
Chief Executive Officer, President
- CRD
- #4483593
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,500,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Total | Available | Available |
Continue browsing