{
  "crd_number": 329661,
  "slug": "genesia-investments-llc-reidville-sc-329661",
  "primary_business_name": "GENESIA INVESTMENTS LLC",
  "legal_name": "GENESIA INVESTMENTS LLC",
  "dbas": [],
  "city": "Reidville",
  "state": "SC",
  "country": "United States",
  "cbsa_code": "43900",
  "metro": {
    "cbsa_code": "43900",
    "common_name": "Spartanburg",
    "msa_name": "Spartanburg, SC",
    "path": "/advisors/sc/spartanburg"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-01-22",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-02-04",
  "carried_forward": false,
  "raum_total": 299078538.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 299078538.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other_investment_advisers": {
      "raum": 299078538.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "subscription"
  ],
  "advisory_activities": [
    "other",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "SC"
  ],
  "websites": [
    "https://genesiainvestments.com",
    "https://linkedin.com/company/genesia-investments-llc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329661",
  "city_as_filed": "REIDVILLE",
  "url": "https://advisorcensus.com/firm/genesia-investments-llc-reidville-sc-329661",
  "display_name": "Genesia Investments LLC",
  "summary": "Genesia Investments LLC is an SEC-registered investment advisory firm in Reidville, SC, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 4, 2026.",
  "citation": "AdvisorCensus. Genesia Investments LLC (CRD 329661): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Subscription fees (for a newsletter or periodical)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Genesia Investments LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Genesia Investments LLC reports these compensation arrangements: a percentage of assets under its management; subscription fees (for a newsletter or periodical)."
    },
    {
      "q": "Where is Genesia Investments LLC located?",
      "a": "Genesia Investments LLC's principal office is in Reidville, SC, according to its Form ADV."
    },
    {
      "q": "Is Genesia Investments LLC registered with the SEC or a state?",
      "a": "Genesia Investments LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329661."
    },
    {
      "q": "How much does Genesia Investments LLC manage?",
      "a": "Genesia Investments LLC reports $299,078,538 in regulatory assets under management in its Form ADV filing dated February 4, 2026 (0% discretionary)."
    },
    {
      "q": "How have Genesia Investments LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Genesia Investments LLC: Regulatory assets under management: $235,830,205 in the October 2024 data and $299,078,538 in the October 2026 data, up 27%. Total employees: 1 in October 2024 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "Which custodians does Genesia Investments LLC use?",
      "a": "Genesia Investments LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Genesia Investments LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/329661"
    },
    {
      "q": "What changed in Genesia Investments LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $230,945,688 to $299,078,538 (+30%)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 235830205.0,
      "total_employees": 1,
      "filing_date": "2024-07-16"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 230945688.0,
      "total_employees": 1,
      "filing_date": "2025-03-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 299078538.0,
      "total_employees": 1,
      "filing_date": "2026-02-04"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $230,945,688 to $299,078,538 (+30%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/genesia-investments-llc-reidville-sc-329661.md",
  "clients": [
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": true,
      "raum": 299078538.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329661",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}