Genspring Family Offices International LLC (Miami)

Genspring Family Offices International LLC is a large advisory firm based in Miami. It manages $1.63 billion of regulatory assets for 525 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Connecticut and Florida.

Genspring Family Offices International provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and consolidated financial reporting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Genspring Family Offices International: assets under management

The assets under management (AUM) of Genspring Family Offices International LLC is $1.63 billion. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Genspring Family Offices International LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Genspring Family Offices International LLC

Santiago Ulloa has been acting as President since 1 Mar 2008. Jean Louis Pierre Brunel has served as the Chief Investment Officer since 1 Jul 2011 and Maria Elena Lagomasino is the Chief Executive Officer of Genspring Family Offices International LLC family office. Paul Anthony Hoffman joined the executive team most recently as the Chief Compliance Officer / Coo.

Direct owners and executive officers

Indirect Owners

Based in Miami

The principal office where Genspring Family Offices International LLC performs its advisory services is located at 701 Brickell Avenue, Miami, FL 33131, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 305-825-2225 or by fax 305-825-7790. The normal business hours are 8:30 a.m. to 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.genspring.com.

Registered investment advisers similar to Genspring Family Offices International LLC

• Mfn Partners Management
• Oasis Capital Partners (Texas)
• Windrose Advisors
• Permal Capital Management
• William Harris Investors
• Courier Capital
• Hgk Asset Management
• Burridge Group
• Vontobel U
• Meridian Investment Management Corp
• Meridian Investment Management Corporation
• Sirach Capital Management
• Tribeca Management
• Sab Capital Management
• North Tide Capital