Niva WealthLet’s talk

Genstar Capital Management

SEC-registered adviser since 2012San Francisco, CACRD 156932

$51.3B
AUM
30
Clients
See fees
Fee
28
Advisory staff

From Form ADV filed 21 April 2026 · data retrieved 15 October 2026SEC record

Genstar Capital Management is an investment adviser headquartered in San Francisco, California, and registered with the SEC since 2012. Its clients include pooled investment vehicles.

Its services include portfolio management for pooled vehicles. Fee arrangements include a percentage of assets under management and other arrangements. CG Family Trust owns 25% to 50% of Genstar Capital Management.

Clients

Genstar Capital Management serves 30 clients. The average client has about $1.71 billion with the firm.

Regulatory assets by client type
  • Pooled investment vehicles30 clients100%
Show client breakdown
Pooled investment vehicles
Clients
30
Regulatory AUM
$51,264,294,886
Share
100.0%
Avg. per client
$1.71B

Total

Clients
30
Regulatory AUM
$51,264,294,886
Share
100%
Avg. per client
$1.71B

What it does

Genstar Capital Management provides portfolio management for pooled vehicles. It is paid through a percentage of assets and other arrangements.

Genstar Capital Management advises 30 private funds.

100.0% of assets ($51.26B across 30 accounts) are managed with discretion. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

Custodians

Genstar Capital Management has custody of client assets.

Managed account assets by custodian
  • All other custodians$51.26B100%

Ownership and leadership

CG Family Trust owns 25% to 50% of Genstar Capital Management.

Who owns the firm
Genstar Capital Management LLC· the adviser

  • CG Family Trust

    Control person · since September 2015

    Owns 25% to 50% of Genstar Capital Management LLC

  • Jean-Pierre L. Conte Revocable Trust

    Control person · since March 2011

    Owns 10% to 25% of Genstar Capital Management LLC

  • Weiss Family Trust

    Control person · since September 2015

    Owns 10% to 25% of Genstar Capital Management LLC

  • Rutledge Revocable Trust U/A/D 11/22/2016

    Control person · since November 2016

    Owns 10% to 25% of Genstar Capital Management LLC

  • Salewski Revocable Trust U/A/D 9/14/2017

    Control person · since September 2017

    Owns 10% to 25% of Genstar Capital Management LLC

Leadership

  • J. Ryan Clark
    President and Managing Partner
  • Melissa Dickerson
    Chief Financial Officer
  • Elizabeth Coley
    Chief Compliance Officer
  • Jean-Pierre Conte
    Chairman
  • Robert Rutledge
    Managing Partner
  • Anthony Salewski
    Managing Partner
  • Eli Weiss
    Managing Partner

Staff

  • 49 employees
  • 28 in advisory functions

Fees

Genstar Capital Management is paid through a percentage of assets under management and other.

Genstar Capital Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Genstar Capital Management has 0 offices, with 1 listed address in 1 state.

Listed office addresses by state

California · 1 listed address

  • Four Embarcadero, Suite 1900, San FranciscoHQ

Registration details

Legal name
Genstar Capital Management LLC
Headquarters
Four Embarcadero, Suite 1900, San Francisco, CA 94111-4191
Phone
415-834-2350
Website
Not reported
SEC file
801-73806
Structure
Delaware LLC
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Genstar Capital Management have?

Genstar Capital Management has 30 clients and manages $51.3 billion for them, as of April 2026.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 April 2026

What services does Genstar Capital Management offer?

Genstar Capital Management provides portfolio management for pooled vehicles.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Genstar Capital Management have?

Genstar Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 49 employees, and 28 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

Who owns Genstar Capital Management?

Genstar Capital Management’s direct owners are Jean-Pierre L. Conte Revocable Trust, CG Family Trust, Weiss Family Trust, Rutledge Revocable Trust U/A/D 11/22/2016 and Salewski Revocable Trust U/A/D 9/14/2017, each holding 50% or less.

Source: Form ADV Part 1A, Schedules A and B, filed 21 April 2026

How does Genstar Capital Management get paid?

Genstar Capital Management is paid through a percentage of assets under management and other arrangements. Its Form ADV lists no commissions or performance-based fees among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 21 April 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 156932.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

Download source data (JSON)How this directory is compiledReport a correction

This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Genstar Capital Management LLC and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.