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- Custodian
- American Funds · Interactive Brokers · T. Rowe Price · Transamerica
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-17-2016
- Office Locations
- 1
Office Locations
About Genesis Capital Management, LLC
Genesis Capital is an independent advisory firm serving founders, family-owned businesses, and public and private corporations in growth sectors. The firm advises on strategic alternatives, sell-side and buy-side M&A, divestitures, and cross-border transactions across business services, consumer, healthcare, industrial manufacturing, real estate, and TMT. Notable work includes advising Popeyes on its sale to Restaurant Brands International.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ZHI WANG
Chief Compliance Officer, Manager
- CRD
- #6083903
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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