Genspring International LLC is a large advisory firm based in Miami. It manages $1.94 billion of regulatory assets for 580 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Connecticut and Florida.
Genspring International provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Genspring International LLC is $1.94 billion. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Genspring International LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Santiago Ulloa has been acting as President since 1 Mar 2008. Cesar Augusto Pachon has served as the Chief Investment Officer since 1 Jan 2006 and Maria Elena Lagomasino is the Chief Executive Officer of Genspring International LLC family office. Neal Bradley Sessions joined the executive team most recently as the Chief Financial Officer.
The principal office where Genspring International LLC performs its advisory services is located at 701 Brickell Avenue, Miami, FL 33131, which is also the mailing address of the firm. An additional office of the firm is in Greenwich, CT. 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.tbkinvestments.com.