Genesis Investment Management, LLP is a large advisory firm based in London. It manages $20.03 billion of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Delaware and New Hampshire.
Genesis Investment Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Genesis Investment Management, LLP is $20.03 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 151% since the beginning of its operation, and $10.98 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Genesis Investment Management, LLP for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to pooled investment vehicles, pension and profit sharing plans, state or municipal government entities, and sovereign wealth funds and foreign official institutions. The largest group of clients of Genesis Investment Management is pooled investment vehicles with 7 clients and $13.74 billion of assets under management. Among the 13 most similar advisory firms, Genesis Investment Management has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $20.03 billion for 17 clients. 56% of the firm’s clients are foreign persons or businesses.
Genesis Investment Management also advises several private funds. Namely, three other private funds. The minimum investment commitment required of non-related persons ranges from $5,000,000 to $75,000,000.
The company employs 69 people that are either part- or full-time employees. 16 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Genesis Investment Management, LLP performs its advisory services is located at 21 Grosvenor Place, London, Sw1 X 7 Hu The mailing address of the firm is 21 Grosvenor Place, London, . The firm also has an office outside of the United States.
You can reach the main office by calling the phone number +44 2072017200 or by fax +44 2072017450. The normal business hours are 9:00-5:30 on Monday - Friday. You can find more information about the New York firm at giml.co.uk.