Firm profile

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
1
Offices
--
Total Clients
<5
Primary office
—
ADV Item 1F location record

Contact and digital presence

ADV profile links

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
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%)

* 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.