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GENESIS INVESTMENT MANAGEMENT, LLP

CRD 130949File 801-63018
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$0
Bottom 25% of cohort (national)
Discretionary AUM
$0
Clients
4
0 accounts
Employees
0

Identity & registration

ADV Item 1
Organization form
Limited Liability Partnership
Firm type
Registered
SEC region
HQ
Registration date
Apr 27, 2004
Principal office
THE SMITHS BUILDING, 179 GREAT PORTLAND STREET, LONDON, W1W 5PL
Phone
+44 2038807522

Assets & accounts

ADV Item 5F
Total regulatory AUM
$0
Discretionary AUM
$0
Non-discretionary AUM
$0
Discretionary accounts
0
Non-discretionary accounts
0
Total accounts
0
AUM per client
—

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles4$0

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees100decreased by10
May 1, 2025
vs Oct 1, 2022
Employees7110decreased by61
May 1, 2025
vs Oct 1, 2022
Clients164decreased by12
May 1, 2025
vs Oct 1, 2022
AUM$13,944,189,649$0decreased by$13,944,189,649
May 1, 2025
vs Oct 1, 2022
Accounts160decreased by16
May 1, 2022AUM$13,907,115,912$13,944,189,649increased by$37,073,737
Apr 1, 2022Clients1716decreased by1
Apr 1, 2022AUM$22,084,513,187$13,907,115,912decreased by$8,177,397,275
Apr 1, 2022Accounts1716decreased by1
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “GENESIS INVESTMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GENESIS INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.