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- Custodian
- Fidelity/NFS ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-05-2011
- Office Locations
- 6
Office Locations
About Gentrust
GenTrust is an SEC-registered, independent multi-family office serving a select group of ultra-high-net-worth individuals and families. The firm provides wealth and asset management, building customized portfolios through an in-house investment team with deep institutional experience. It emphasizes fee-sensitive, fiduciary advice and implements across custodians such as Fidelity/NFS and J.P. Morgan.
Reported data analysis
What the numbers show
Between March 27, 2025 and March 26, 2026, reported AUM increased 16.6%, from $4.5B to $5.2B.
Across 5 reported observations, AUM increased 89.6% between September 13, 2022 and March 26, 2026, from $2.7B to $5.2B.
Of the latest reported AUM, 74.5% is discretionary and 25.5% is non-discretionary.
The firm reports 18 advisory representatives and 277 clients, or 15.4 clients per representative. That equates to $18.8M in reported AUM per client.
The profile lists 6 reported office locations and 14 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Gentrust record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JAMES DWIGHT BESAW
Managing Member
- CRD
- #2272546
- Ownership
- 10% but less than 25%
GEORGE LUIS PEREZ
Founding Principal, Senior Client Advisor
- CRD
- #2686389
- Ownership
- 10% but less than 25%
Showing 2 of 6 owners & executives
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CONNER WILSON ASCHER
--
- CRD
- #5804564
CASEY KELLY BLOUT
Client Services Associate
- CRD
- #7151241
Showing 2 of 23 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,875,243,124 | $2,742,564 |
| Non-Discretionary | $1,326,830,873 | $11,638,867 |
| Total | $5,202,073,997 | $3,406,728 |
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Separately Managed Accounts
SMA allocation detail is available
Gentrust has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Gentrust's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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