Genesis Asset Managers, LLP (Guernsey, Channel Islands)

Name: Genesis Asset Managers, LLP
Address: Trafalgar Court, Les Banques, Guernsey, Channel Islands, Gy1 4 Ly
Telephone: +44 1481 742 742

Genesis Asset Managers, LLP is a large advisory firm based in Guernsey, Channel Islands. It manages $364.08 million of regulatory assets for 9 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 Asset Managers 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.

Genesis Asset Managers: assets under management

The assets under management (AUM) of Genesis Asset Managers, LLP is $364.08 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -94% since the beginning of its operation, and $180.18 million of the total AUM is attributable to clients outside of the United States.

The firm manages $364.08 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $40.45 million each.

Investments

The firm invests in exchange traded securities the most. They account for 87% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 13% of the firm’s portfolio.

What kind of clients Genesis Asset Managers serves?

The firm provides services to pooled investment vehicles, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Genesis Asset Managers is pooled investment vehicles with 6 clients and $347.16 million of assets under management. Among the 9 most similar advisory firms, Genesis Asset Managers has the 4th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $364.08 million for 9 clients. 56% of the firm’s clients are foreign persons or businesses.

Genesis Asset Managers also advises several private funds.

Careers at Genesis Asset Managers, LLP

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Genesis Asset Managers Limited	Partner	1 Feb 2004	75% - 100%	foreign entity n/a
Genesis Fund Managers Limited	Partner	1 Feb 2004	Other	foreign entity n/a
Llc Amg Genesis	Managing partner	1 Jun 2004	50% - 75%	30-0252161
Karen Lucinda Yerburgh	Chief executive officer / partner / principal / operating committee member	1 Jun 2004	Other	4358950
Martyn Ryan	Principal / partner / operating committee member	1 Jun 2004	Other	4359100
Andrew Elder	Principal / partner	1 Jun 2004	Other	4564879
Eugeni Kuznetsov	Principal / partner	1 Jun 2004	Other	4359165
Catherine Jane Vlasto	Principal / partner	1 Jun 2004	Other	4358959
Paul Ballantyne	Principal / partner	1 Jun 2004	Other	4359155
Mel Gerrard Carvill	Operating committee member	1 Jun 2004	Other	4359186
Stephen Birkett	Operating committee member	1 Jun 2004	Other	6092126
Andrew Graham Elder	Principal / partner	1 Jun 2004	Other	4564879
Paul Dean Ballantyne	Principal / partner	1 Jun 2004	Other	4359155
Mel Gerard Carvill	Operating committee member	1 Jun 2004	Other	4359186
Stephen Nigel Birkett	Operating committee member	1 Jun 2004	Other	6092126
Llp Genesis Fund Managers	Managing partner	1 Jun 2004	75% - 100%	131106
Jeremy David Paulson Ellis	Chairman / principal	1 Jun 2004	Other	4358890
Marguerite Tanahey Mitchell	Director / chief legal officer	1 Jun 2004	Other	2568553
Susan Byrne	Director / chief operations officer	1 Jun 2004	Other	4359106
Eugeni Kouznetsov	Principal	1 Jun 2004	Other	4359165
Stephan Olajide Huesler	Principal	1 Jun 2004	Other	4564883
Paul Greatbatch	Principal	1 Jun 2004	Other	730576
Marguerite Tanahey Mills	Director / chief legal officer	1 Jun 2004	Other	2568553
Marguerite Mills	Director / chief legal officer	1 Jun 2004	Other	2568553
James Juracka	Principal/partner	1 Jun 2004	Other	4358540
John Hallam	Operating committee member	1 Sep 2004	Other	6092127
John Edward Hallam	Operating committee member	1 Sep 2004	Other	6092127
Warren Jay Colman	Chief operating officer / chief compliance officer / principal	1 Jan 2006	Other	4363269
Llp Continuation Trust Genesis Asset Managers	Partner	1 Mar 2007	Other	foreign
Mark Huntley	Operating committee member	1 May 2007	Other	6092128
Mark Naylor Huntley	Operating committee member	1 May 2007	Other	6092128
Graham Martin Kelly	Chief compliance officer	1 Aug 2007	Other	5397005
Arindam Bhattacharjee	Principal / partner	1 Oct 2009	Other	2507031
David De Sousa Seaman	Principal / partner	1 Jul 2010	Other	5818305
Yiyong Yang	Principal / partner	1 Jul 2010	Other	5818309
Christopher Ellyatt	Managing director / partner / principal / chief compliance officer	1 Nov 2011	Other	6001773
Christopher Roy Ellyatt	Managing director / partner / principal / chief compliance officer	1 Nov 2011	Other	6001773
Karen Roydon	Principal / partner	1 May 2012	Other	6081036
Peter John Hames	Operating committee member	1 Jun 2012	Other	4650829
Karen Roydon	Principal / partner	1 Jul 2012	Other	6081036
Karen Natalie Roydon	Principal / partner	1 Jul 2012	Other	6081036
Robert Shillinglaw	Finance director	1 Jul 2014	Other	6372662
Robert William Shillinglaw	Finance director	1 Jul 2014	Other	6372662
Jens Peter Moller Butcher	Chief operating officer	1 Jan 2015	Other	4411169
Robert Gary Bricout	Chief legal officer	1 Mar 2015	Other	6048529
Rufus Lewis Frazier	Principal / partner	1 Jul 2015	Other	4430003
Stephen John Le Page	Operating committee member	1 Mar 2016	Other	6605805
Mario Andres Solari	Principal / partner	1 Jul 2018	Other	6993916
Richard Simon Mather	Principal / partner	1 Jul 2018	Other	6993917
Llp Genesis Investment Management	Managing partner	1 Jun 2019	75% - 100%	130949
Genesis Corporate Holdings Limited	Partner	1 Jun 2019	Other	foreign entity n/a

Indirect Owners

The SEC currently registers 12 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Conyers Dill & Pearman	Shareholder	1 May 1985	75% - 100%	na - foreign
Genesis Overseas Pension Fund	Shareholder	1 Jun 1990	75% - 100%	foreign n/a
John Christopher Wilcockson	Trustee	1 Oct 1990	25% - 50%	4358898
Bordeux Services Limited	Trustee	1 Jul 1997	25% - 50%	foreign n/a
Genesis Holdings International Limited	Shareholder	1 Mar 1999	75% - 100%	foreign n/a
Inc. Affiliated Managers Group	Shareholder	1 Dec 2000	75% - 100%	04-3218510
Amg New York Holdings Corp.	Managing member	1 Feb 2004	75% - 100%	04-3546127
Genesis Investments Limited	Shareholder	1 Feb 2004	75% - 100%	foreign n/a
Inc. Affiliated Managers Group	Shareholder	1 Jun 2004	75% - 100%	04-3218510
Codan Trust Company Limited	Trustee	1 Dec 2010	Other	na - foreign
Amg New York Holdings Corp.	Shareholder	1 Dec 2013	75% - 100%	04-3546127
Amg Atlantic Holdings Ltd	Managing member	1 Dec 2013	75% - 100%	168966 b

Based in Guernsey, Channel Islands

The principal office where Genesis Asset Managers, LLP performs its advisory services is located at Trafalgar Court, Les Banques, Guernsey, Channel Islands, Gy1 4 Ly The mailing address of the firm is Trafalgar Court, Les Banques, Guernsey, Channel Islands, Gy1 4 Ly. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +44 1481 742 742 or by fax +44 1481 730 617. The normal business hours are 9:30-5:30 on Monday - Friday. You can find more information about the New York firm at giml.co.uk.