Genesia Investments LLC

CRD 329661Latest ADV February 4, 2026

Genesia Investments LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated February 4, 2026, reports $299M in regulatory assets under management, 1 employee, and 684 accounts.

Assets Under Management

$299M

Employees

Offices

Total Clients

Primary office

—

ADV Item 1F location record

Contact and digital presence

ADV profile links

Phone(864) 334-5188 WebsiteVisit website LinkedInView profile

Leadership

2 roles identified

CCORafael A. Villagran

CIORafael A. Villagran

Advisory services offered

4 types reported

Other advisory services

Portfolio management for businesses

Publication of periodicals or newsletters

Fee models offered

2 types reported

Asset based fees

Subscription fees

Sources checked May 17, 2026

Client Coverage Demographics

Categories with <5 clients

Other investment advisers<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$299Mas of February 4, 2026

Discretionary0.0%

0% of total RAUM0.0%

Non-discretionary100.0%

$299M

100% of total RAUM100.0%

All regulatory assets under management are non-discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$299M

Total Accounts684

10Y AUM Change+$299M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees1

Clients per Employee—

10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.