GENTRUST

gentrust-logo

GenTrust is an SEC Registered Investment Adviser that provides a full range of investment and wealth management services. The firm was founded in 2011 and currently manages over $1 billion in assets across all of its affiliates.

#People #Financial #More

GENTRUST

Social Links:

Industry:
Consulting Financial Services Wealth Management

Founded:
2011-01-01

Status:
Active

Contact:
+1 305 677 6688

Email Addresses:
[email protected]

Total Funding:
0

Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Font API Google Analytics Apple Mobile Web Clips Icon Google Tag Manager Content Delivery Network Google Universal Analytics



Current Advisors List

jean-carlos-reynoso_image

Jean Carlos Reynoso Wealth Management Advisor @ GenTrust
Advisor
2018-03-01

george-perez_image

George Perez Senior Wealth Advisor @ GenTrust
Advisor

Current Employees Featured

claire-carter_image

Claire Carter
Claire Carter Chief Financial Officer @ GenTrust
Chief Financial Officer
2014-06-01

zulay-hunter_image

Zulay Hunter
Zulay Hunter Chief Operating Officer and Chief Compliance Officer @ GenTrust
Chief Operating Officer and Chief Compliance Officer

jim-besaw_image

Jim Besaw
Jim Besaw Principal and Chief Investment Officer @ GenTrust
Principal and Chief Investment Officer
2011-06-01

eli-cohen_image

Eli Cohen
Eli Cohen Principal and Head of Alternative Investments @ GenTrust
Principal and Head of Alternative Investments

javier-sanchez_image

Javier Sanchez
Javier Sanchez Managing Director, Wealth Management @ GenTrust
Managing Director, Wealth Management

alexander-ruiz_image

Alexander Ruiz
Alexander Ruiz Vice President, Client Advisor & Head of Client Reporting @ GenTrust
Vice President, Client Advisor & Head of Client Reporting
2011-12-01

jennifer-valdes_image

Jennifer Valdes
Jennifer Valdes Financial Analyst @ GenTrust
Financial Analyst

matthew-kishlansky_image

Matthew Kishlansky
Matthew Kishlansky Principal @ GenTrust
Principal
2014-12-01

george-perez_image

George Perez
George Perez Founding Principal @ GenTrust
Founding Principal
2011-12-01

zoraida-rosa_image

Zoraida Rosa
Zoraida Rosa Operations Manager @ GenTrust
Operations Manager

Founder


george-perez_image

George Perez

Investors List

kudu-investment-management_image

Kudu Investment Management

Kudu Investment Management investment in Corporate Round - GenTrust

Investments List

Date Company Article Money raised
2017-01-19 The Players' Tribune GenTrust investment in Series B - The Players' Tribune 40 M USD

More informations about "GenTrust"

About Us - GenTrust

Jun 15, 2024 More than a decade and over $4 billion in client AUM later, GenTrustโ€™s commitment to these founding principles has never wavered. 0 + years of shared institutional experience $ 0 b+ . assets under management* โ€ฆSee details»

GenTrust - Crunchbase Investor Profile & Investments

GenTrust is an SEC Registered Investment Adviser that provides a full range of investment and wealth management services. The firm was founded in 2011 and currently manages over $1 โ€ฆSee details»

General Trust Company Limited

GENTRUST is a corporate trustee licensed by the National Pension Regulatory Authority to operate as a pension fund trustee and pension fund administrator. โ€ฆSee details»

Our Team - GenTrust

305.677.6688 [email protected]. Miami 1450 Brickell Avenue, Suite 3050 Miami, FL 33131. New York 500 Fifth Avenue, 49th Floor New York, NY 10110. Puerto RicoSee details»

GenTrust - Contacts, Employees, Board Members, Advisors & Alumni

GenTrust has 2 board members and advisors, including Jean Carlos Reynoso. Contacts. Edit Contacts Section. Job Department. Protected Content. Chief Technology Officer. Non โ€ฆSee details»

Gentrust Review 2024 - investor.com

Oct 16, 2024 For our review of Gentrust, we used regulatory data from the SEC to summarize the disciplinary history and conflicts of interest for the firm. investor.com. menu ... A Self โ€ฆSee details»

GenTrust - LinkedIn

GenTrust is an investment advisory firm that provides sophisticated solutions to ultra-high-net-worth individuals, families and institutions. We aim to be trusted advisors to our clients, working ...See details»

GenTrust | Company Overview & News - Forbes

Source: Forbes.com (Awarded Oct 2024) Data compiled by Shook Research LLC based on time period from 3/31/23-3/31/24.See details»

GenTrust - Org Chart, Teams, Culture & Jobs - The Org

View GenTrust's up-to-date org chart, open roles, and culture details. Find executives, board members, teams, related companies, and more. This is an unverified company page.See details»

Gentrust, LLC (Miami) | Adviser Rankings - wallmine

Gentrust, LLC is a large advisory firm based in Miami. It manages $1.5 billion of regulatory assets for 897 client accounts. It has been registered with the SEC as an adviser since 2016 and has โ€ฆSee details»

GENTRUST, LLC Top 13F Holdings - WhaleWisdom.com

Gentrust is based out of Miami. Gentrust is a hedge fund with 322 clients and discretionary assets under management (AUM) of $3,544,013,576 (Form ADV from 2024-09-26). Their last โ€ฆSee details»

Jim Besaw - Principal and Chief Investment Officer @ GenTrust ...

Primary Organization . GenTrust . Location New York, New York, United States; ... as well as the development of all new investment strategies and GenTrust products. Prior to co-founding โ€ฆSee details»

GenTrust Company Profile - Office Locations, Competitors ... - Craft

GenTrust. GenTrust Summary. Company Summary. Overview. GenGenTrust is an investment management firm. It offers asset and wealth management, tax, etc. Type Private Status Active โ€ฆSee details»

GenTrust | Institution Profile | Private Equity International

GenTrust. News, insights, analysis and data. GenTrust overview. Founded in 2011, GenTrust is a Miami-based investment firm that focuses on buyout investments across the United States. โ€ฆSee details»

Gentrust 13F annual report (2024) - wallmine

$1.82 trillion Assets Under Management (AUM) As of 2nd August 2024, Gentrustโ€™s top holding is 1,024,612 shares of Vanguard Index Fds currently worth over $440 billion and making up โ€ฆSee details»

GenTrust - Funding, Financials, Valuation & Investors - Crunchbase

Jul 28, 2022 GenTrust has raised 1 round. This was a Corporate Round round raised on Jul 28, 2022. GenTrust is funded by Kudu Investment Management. GenTrust has raised a total of โ€ฆSee details»

Insights - GenTrust

Nov 17, 2023 GenTrust Investment Perspectives provide clients, prospects, and colleagues with our views on markets and our insights into current topics. Recent samples are provided below. โ€ฆSee details»

A LICENSED CORPORATE TRUSTEE - gentrustgh.com

May 12, 2006 OUR ORGANIZATION OUR MANAGEMENT TEAM The ability of GENTRUST to perform its functions to ensure efficient and effective pension fund administration greatly โ€ฆSee details»

Steven Rosenblum - Head of Real Assets @ GenTrust - Crunchbase

Steven Rosenblum currently serves as head of Real Assets at GenTrust, an independent investment management firm whose operations are structured inside a wealth advisory firm. โ€ฆSee details»

linkstock.net © 2022. All rights reserved