Gencap Portfolio Management
Gencap Portfolio Management is an SEC-registered wealth manager in Tiburon, CA with $420.4M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Gencap Portfolio Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 269910, SEC 801-106577, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $420.4M (2026-03-12)
- Firm type
- Wealth Manager
- Location
- Tiburon, CA
- Employees
- 8
- Clients
- 183
- CRD
- 269910
- Ownership
- VOGEL, MICHAEL, REID; GENCAP PARTNERS, LLC; BRADLEY, STEPHEN, ANDREW
How much AUM does Gencap Portfolio Management have?
Gencap Portfolio Management reported $420.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Gencap Portfolio Management?
Disclosed owners and executives of Gencap Portfolio Management include VOGEL, MICHAEL, REID, GENCAP PARTNERS, LLC, BRADLEY, STEPHEN, ANDREW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.