Gencap Portfolio Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tiburon, CA. Its latest Form ADV filing, dated March 12, 2026, reports $420M in regulatory assets under management, 8 employees, and 552 accounts.
Assets Under Management
$420M
Employees
8
Offices
--
Total Clients
184
Primary office
TIBURON, CA
1100 MAR WEST STREET, SUITE C, TIBURON, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Hourly charges
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 65.2% of total clients.
Top client categories% of clientsClients
1
HNWI
65.2%
120
2
Individuals
30.4%
56
3
Charitable
2.2%
4
4
Pension Plans
1.6%
3
5
Other Advisers
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Other investment advisers<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$420Mas of March 12, 2026
Discretionary90.9%
$382M
91% of total RAUM90.9%
Non-discretionary9.1%
$38M
9% of total RAUM9.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$420M
Total Accounts552
10Y AUM Change+$277M (+193.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee23:1
10Y Employee Change+2 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.