{"url":"https://nivawealth.com/firms/genstar-capital-management-156932","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/156932","regulatoryAum":51264294886,"crd":"156932","secFileNumber":"801-73806","legalName":"Genstar Capital Management LLC","displayName":"Genstar Capital Management","website":null,"linkedinUrl":"https://www.linkedin.com/company/genstar-capital/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"Four Embarcadero, Suite 1900","city":"San Francisco","state":"CA","stateName":"California","country":"United States","postalCode":"94111-4191"},"tradeNames":[],"registration":{"secApproved":"30 March 2012","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":49,"advisory":28,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":51264294886,"discretionaryAccounts":30,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":30,"regulatoryAum":51264294886}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Genstar Capital Management has custody of client assets.","otherCustodians":[],"leadership":[{"name":"J. Ryan Clark","title":"President and Managing Partner","crd":"6470686"},{"name":"Melissa Dickerson","title":"Chief Financial Officer","crd":"3135880"},{"name":"Elizabeth Coley","title":"Chief Compliance Officer","crd":"1289174"},{"name":"Jean-Pierre Conte","title":"Chairman","crd":"1849041"},{"name":"Robert Rutledge","title":"Managing Partner","crd":"4701297"},{"name":"Anthony Salewski","title":"Managing Partner","crd":"3022918"},{"name":"Eli Weiss","title":"Managing Partner","crd":"4410233"}],"ownership":[{"label":"Jean-Pierre L. Conte Revocable Trust","detail":"Member in the 10% to 25% ownership band and a control person, since March 2011."},{"label":"CG Family Trust","detail":"Member in the 25% to 50% ownership band and a control person, since September 2015."},{"label":"Weiss Family Trust","detail":"Member in the 10% to 25% ownership band and a control person, since September 2015."},{"label":"Rutledge Revocable Trust U/A/D 11/22/2016","detail":"Member in the 10% to 25% ownership band and a control person, since November 2016."},{"label":"Salewski Revocable Trust U/A/D 9/14/2017","detail":"Member in the 10% to 25% ownership band and a control person, since September 2017."},{"label":"Jean-Pierre Conte","detail":"Indirect owner: trustee of Jean-Pierre L. Conte Revocable Trust and a control person, since March 2011.","parent":"Jean-Pierre L. Conte Revocable Trust"},{"label":"J. Ryan Clark","detail":"Indirect owner: trustee of CG Family Trust and a control person, since September 2015.","parent":"CG Family Trust"},{"label":"Eli Weiss","detail":"Indirect owner: trustee of Weiss Family Trust and a control person, since September 2015.","parent":"Weiss Family Trust"},{"label":"Anthony Salewski","detail":"Indirect owner: trustee of Salewski Revocable Trust U/A/D 9/14/2017 and a control person, since September 2017.","parent":"Salewski Revocable Trust U/A/D 9/14/2017"},{"label":"Robert Rutledge","detail":"Indirect owner: trustee of Rutledge Revocable Trust U/A/D 11/22/2016 and a control person, since November 2016.","parent":"Rutledge Revocable Trust U/A/D 11/22/2016"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"Four Embarcadero, Suite 1900","city":"San Francisco","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"415-834-2350","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":30},"sources":{"adv1FilingDate":"21 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/156932/PDF/156932.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Genstar Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Genstar Capital Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Genstar Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Genstar Capital Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Genstar Capital Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}