Genstar Capital
Answer a few questions and
get matched with an advisor.
Learn more about Genstar Capital
Overview
Genstar Capital is an advisory firm located in San Francisco, California. The company handles $35.9 billion in assets throughout 30 client accounts, placing it among the largest firms in the country by assets under management (AUM). The firm has an average-sized team, including 26 financial advisors. Genstar Capital does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are exchangable fiscal assets like options, equities and bonds.
Genstar Capital administers all of its client assets in a discretionary manner. Discretionary management signifies that buy and sell judgments for the client's account are made by a portfolio manager without requiring the customer's consent. The investment advisory firm administers about $1.2 billion in assets for every customer account. An average advisor at Genstar Capital manages about one client account, making it one of the most individualized firms in the country.
The company's central office is at Four Embarcadero, San Francisco, California 94111-4191. The company is legally permitted to serve customers in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Genstar Capital by the Numbers
$35.9 billion
44
30
$1.2 billion
Fee Structure
A financial advisor's fees typically vary depending on which services the firm provides the client. However, fees charged by the company likely include the following fee types: asset-based or other. The firm does not supply a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 10% of firms
Other
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
Genstar Capital works with pooled investment vehicles. Out of its 30 accounts, Genstar Capital's biggest client type is pooled investment vehicles. None of the firm's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Genstar Capital does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.