Gencap Portfolio Management's Form ADV discloses 1.10% on the first $2 million, 0.95% on the next $3 million, 0.80% on the next $5 million, and 0.65% on assets above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #269910), Gencap Portfolio Management is subject to fiduciary duty under federal law.
Gencap Portfolio Management is headquartered in TIBURON, CA.
Gencap Portfolio Management serves 120 high-net-worth clients according to their SEC filing dated March 12, 2026. View client details ↓
According to their SEC Form ADV, Gencap Portfolio Management offers financial planning and portfolio management for individuals. View all service details ↓
Gencap Portfolio Management manages $420 million in client assets according to their SEC filing dated March 12, 2026.
According to their SEC Form ADV, Gencap Portfolio Management serves high-net-worth individuals. View client details ↓