GENSTAR CAPITAL
Latest filing: Mar 31, 2025 (74 days ago)
AUM
$50,405,051,230
4% change vs. 1 year ago
44% change vs. 3 years ago
157% change vs. 5 years ago
1864% change vs. 10 years ago
Employee Count
48
2% change vs. 1 year ago
14% change vs. 3 years ago
50% change vs. 5 years ago
66% change vs. 10 years ago
Main Office
SAN FRANCISCO, CA
FOUR EMBARCADERO, SAN FRANCISCO, CA, UNITED STATES, 94111-4191
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $50.4 |
| Non-Discretionary | $0.0 |
| Total | $50.4 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $50.4 |
| Institutional | $0.0 |
| Total | $50.4 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| GENSTAR CAPITAL VI AIV, L.P. | $0.0 | - | |
| GENSTAR CAPITAL VIII, L.P. | $0.0 | - | |
| GENSTAR CAPITAL XI, L.P. | $0.0 | - | |
| GENSTAR CAPITAL VIII AIV, L.P. | $0.0 | - | |
| GENSTAR CAPITAL V AIV, L.P. | $0.0 | - | |
| GENSTAR VII GP AIV BR LTD. | $0.0 | - | |
| GENSTAR CAPITAL IX, L.P. | $0.0 | - | |
| GENSTAR CAPITAL V, L.P. | $0.0 | - | |
| GENSTAR CAPITAL VI, L.P. | $0.0 | - | |
| GENSTAR CAPITAL X, L.P. | $0.0 | - | |
| GENSTAR CAPITAL VII, L.P. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
17 active
| Name | Title |
|---|---|
| CONTE, JEAN-PIERRE, LOUIS | TRUSTEE, CHAIRMAN AND MANAGING DIRECTOR |
| DICKERSON, MELISSA, STARRITT | CHIEF FINANCIAL OFFICER |
| CLARK, J. RYAN | PRESIDENT AND MANAGING DIRECTOR, TRUSTEE |
| SALEWSKI, ANTHONY, JON | MANAGING DIRECTOR, CO-TRUSTEE |
| RUTLEDGE, ROBERT, STANLEY | MANAGING DIRECTOR, TRUSTEE |
| WEISS, ELI, PHILLIPS | MANAGING DIRECTOR, TRUSTEE |
| COLEY, ELIZABETH, ANN | CHIEF COMPLIANCE OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $50.4 | $0.0 | 0% | 48 | 0 | 0% |
| 2025-04-21 | $50.4 | $0.0 | 0% | 48 | 0 | 0% |
| 2024-04-02 | $48.6 | $1.8 | 4% | 47 | 1 | 2% |
| 2023-04-04 | $35.9 | $14.5 | 40% | 44 | 4 | 9% |
| 2022-04-01 | $35.1 | $15.3 | 44% | 42 | 6 | 14% |
| 2021-04-05 | $21.5 | $28.9 | 135% | 41 | 7 | 17% |
| 2020-04-01 | $19.6 | $30.8 | 157% | 32 | 16 | 50% |
| 2019-04-01 | $16.8 | $33.6 | 200% | 30 | 18 | 60% |
| 2018-04-02 | $9.7 | $40.7 | 418% | 28 | 20 | 71% |
| 2017-04-01 | $4.6 | $45.8 | 1000% | 25 | 23 | 92% |
| 2016-04-01 | $5.0 | $45.4 | 914% | 27 | 21 | 78% |
| 2015-04-01 | $2.6 | $47.8 | 1864% | 29 | 19 | 66% |
| 2014-04-01 | $2.6 | $47.8 | 1824% | 34 | 14 | 41% |
| 2013-04-01 | $3.1 | $47.3 | 1517% | 35 | 13 | 37% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, CA-03/31/2022 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV