# Genfi LLC

> Genfi LLC is a state-registered investment advisory firm in Chicago, IL, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 21, 2026.

- CRD: 156464
- Filed as: GENFI LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: August 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/156464
- AdvisorCensus page: https://advisorcensus.com/firm/genfi-llc-chicago-il-156464

## Quick answers

**How is Genfi LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Genfi LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Genfi LLC located?**
Genfi LLC's principal office is in Chicago, IL, according to its Form ADV.

**Is Genfi LLC registered with the SEC or a state?**
Genfi LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 156464.

**How much does Genfi LLC manage?**
Genfi LLC reports $50,474,313 in regulatory assets under management in its Form ADV filing dated August 21, 2026 (97% discretionary).

**What types of clients does Genfi LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (34); high net worth individuals (28); pension and profit sharing plans (but not the plan participants or government pension plans) (13).

**Does Genfi LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/156464

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $50,474,313
- Discretionary: $48,882,563
- Non-discretionary: $1,591,750

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 34 | $11,350,984 |
| High net worth individuals | 28 | $34,477,157 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 13 | $4,646,172 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- genfiffs.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Genfi LLC (CRD 156464): Form ADV filing data as of October 2026.