Gen Invest LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 23, 2026, reports $40,000 in regulatory assets under management, 4 employees, and 10 accounts.
Assets Under Management
$40K
Employees
4
Offices
--
Total Clients
250
Primary office
NEW YORK, NY
276 5TH AVENUE, SUITE 704, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
250
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$40Kas of March 23, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$40K
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$40K
Total Accounts10
10Y AUM Change+$40K
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee63:1
10Y Employee Change+2 (+100.0%)
* 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.