GENESEE CAPITAL ADVISORS, LLC

HTTP://GENESEEADVISORS.COM/ SKANEATELES, NY Investment Advisor How do I update this listing?

Genesee Capital Advisors is based out of Skaneateles. Genesee Capital Advisors is a large advisory firm with 534 clients and discretionary assets under management (AUM) of $144,880,507 (Form ADV from 2018-11-30). Their last reported 13F filing for Q4 2018 included $61,149,000 in managed 13F securities and a top 10 holdings concentration of 54.32%. Genesee Capital Advisors's largest holding is iShares Edge MSCI USA Momentum Factor ETF with shares held of 81,227. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 4.58%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

GENESEE CAPITAL ADVISORS, LLC
46 SOUTH STREET
AUBURN NY    13021
Country: United States

Business Phone: 315-554-3020
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NY
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 520,920
Total Number of Clients: 534
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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GENESEE CAPITAL ADVISORS, LLC

ownership team - last updated 2018-11-30
Name Title Start Date Direct/Indirect % Ownership
HEARN, MICHAEL, CHRISTOPHER MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER 05/01/2013 Direct 75% or more
Fund Name Position direct/indirect start date end date
COPPER JOHN CAPITAL ADVISORS LLC MANAGING MEMBER/CCO direct 2013-05-01
GENESEE CAPITAL ADVISORS, LLC PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER direct 2013-05-01
HART, JEAN MARIE MEMBER, CHIEF ADMINISTRATIVE OFFICER AND OPERATIONS OFFICER, CHIEF COMPLIANCE OFFICER 05/01/2013 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
COPPER JOHN CAPITAL ADVISORS LLC CHIEF OPERATIONS OFFICER AND MEMBER direct 2013-05-01
GENESEE CAPITAL ADVISORS, LLC CHIEF ADMINISTRATIVE OFFICER AND OPERATIONS OFFICER, CHIEF COMPLIANCE OFFICER direct 2013-05-01
PINE, RYAN, WINFIELD MEMBER, SENIOR VICE PRESIDENT, WEALTH MANAGEMENT, INVESTMENT OFFICER 05/01/2013 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
COPPER JOHN CAPITAL ADVISORS LLC MANAGING DIRECTOR & MEMBER direct 2013-05-01
GENESEE CAPITAL ADVISORS, LLC SENIOR VICE PRESIDENT, WEALTH MANAGEMENT, INVESTMENT OFFICER direct 2013-05-01

GENESEE CAPITAL ADVISORS, LLC

ownership team - last updated 2017-10-05
Name Title Start Date Direct/Indirect % Ownership
HEARN, MICHAEL, CHRISTOPHER MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER 05/01/2013 Direct 75% or more
Fund Name Position direct/indirect start date end date
COPPER JOHN CAPITAL ADVISORS LLC MANAGING MEMBER/CCO direct 2013-05-01
GENESEE CAPITAL ADVISORS, LLC PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER direct 2013-05-01
HART, JEAN MARIE MEMBER, CHIEF ADMINISTRATIVE OFFICER AND OPERATIONS OFFICER, CHIEF COMPLIANCE OFFICER 05/01/2013 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
COPPER JOHN CAPITAL ADVISORS LLC CHIEF OPERATIONS OFFICER AND MEMBER direct 2013-05-01
GENESEE CAPITAL ADVISORS, LLC CHIEF ADMINISTRATIVE OFFICER AND OPERATIONS OFFICER, CHIEF COMPLIANCE OFFICER direct 2013-05-01
PINE, RYAN, WINFIELD MEMBER, SENIOR VICE PRESIDENT, WEALTH MANAGEMENT, INVESTMENT OFFICER 05/01/2013 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
COPPER JOHN CAPITAL ADVISORS LLC MANAGING DIRECTOR & MEMBER direct 2013-05-01
GENESEE CAPITAL ADVISORS, LLC SENIOR VICE PRESIDENT, WEALTH MANAGEMENT, INVESTMENT OFFICER direct 2013-05-01

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