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GENTRUST, LLC, CRD 158369
MIAMI, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| GEORGE LUIS PEREZ | n/a | MIAMI, FL | 14 | 29 | 1 | no |
| ALEXANDER A RUIZ | n/a | MIAMI, FL | 14 | 17 | 1 | no |
| GUILLERMO JORGE SOCARRAS | n/a | MIAMI, FL | 13 | 26 | 1 | no |
| ROBERTO ROMAN | n/a | NEWPORT, CA | Tustin, CA | MIAMI, FL | 10 | 20 | 5 | no |
| JAVIER ARMANDO SANCHEZ | n/a | MIAMI, FL | 9 | 12 | 1 | no |
| JENNIFER TAMAYO | n/a | MIAMI, FL | 6 | 14 | 2 | no |
| DAVID MUNOZ | n/a | MIAMI, FL | 5 | 12 | n/a | no |
| JAMES ALEXANDER COLAVITA | Certified Financial Planner | New York, NY | MIAMI, FL | 5 | 30 | 1 | no |
| JAMES DWIGHT BESAW | Chartered Financial Analyst | New York, NY | MIAMI, FL | 5 | 14 | n/a | yes |
| NEELA MOHAN NAGARAJA GOLLAPUDI | n/a | MIAMI, FL | New York, NY | 5 | 23 | n/a | no |
| HUGH PATRICK NICKOLA | n/a | New York, NY | MIAMI, FL | 5 | 36 | n/a | no |
| MIMI DIONNE DUFF | n/a | MIAMI, FL | New York, NY | 4 | 28 | n/a | no |
| EDUARDO JUAN BORBERG | n/a | MIAMI, FL | 4 | 12 | n/a | no |
| CASEY KELLY BLOUT | n/a | NEW YORK, NY | MIAMI, FL | New York, NY | NEWPORT, CA | 3 | 15 | n/a | no |
| KRYSTA DOS SANTOS | Certified Financial Planner | MIAMI, FL | 3 | 14 | 2 | no |
| Carlos Alberto Gonzalez | n/a | MIAMI, FL | 2 | 10 | 1 | no |
| ELI AUGUSTUS COHEN | n/a | MIAMI, FL | New York, NY | 2 | 14 | n/a | no |
| Mark K Neely | n/a | MIAMI, FL | New York, NY | 2 | 15 | n/a | no |
| ELENA YOLANDA HERNANDEZ-ROSENBLUM | n/a | MIAMI, FL | Denver, CO | 1 | 25 | n/a | no |
| BRIAN DAVID GOLDMAN | n/a | MIAMI, FL | 1 | 34 | n/a | no |
| CONNER WILSON ASCHER | n/a | Newport Beach, CA | MIAMI, FL | 1 | 14 | 1 | no |
| DIANA LORENA GAZZOLA | n/a | MIAMI, FL | 0 | 10 | 2 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| GT VEGAS VIRGIN, LLC | Other Private Fund | $813,763 | Dec 6, 2024 | 27 | Mar 29, 2019 | dropped | 021-1736462 |
| GENTRUST DIRECT ACCESS III, LLC | Other Private Fund | $210,508 | Jun 29, 2020 | 32 | Oct 5, 2015 | dropped | 021-250998 |
| GT DIRECT ACCESS IV, LLC | Other Private Fund | $48,600 | Jun 29, 2020 | 21 | Feb 14, 2017 | dropped | 021-280083 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BESAW, JAMES, DWIGHT | MANAGING MEMBER | B | yes | 06/2011 | Mar 26, 2026 | Mar 26, 2026 |
| COHEN, ELI, AUGUSTUS | MEMBER I INTERESTS | A | yes | 12/2014 | Mar 26, 2026 | Mar 26, 2026 |
| PEREZ, GEORGE, LUIS | Member | B | yes | 12/2011 | Mar 26, 2026 | Mar 26, 2026 |
| SOCARRAS, GUILLERMO, JORGE | Member | B | yes | 12/2011 | Mar 26, 2026 | Mar 26, 2026 |
| TAMAYO, JENNIFER | CHIEF COMPLIANCE OFFICER | Na | yes | 06/2023 | Mar 26, 2026 | Mar 26, 2026 |
| BRIDGE HOLDINGS (BERMUDA) LTD. | Shareholder | E | yes | 10/2020 | Aug 1, 2022 | Dec 6, 2024 |
| KUDU INVESTMENT HOLDINGS, LLC | Member | E | yes | 12/2019 | Aug 1, 2022 | Dec 6, 2024 |
| KUDU INVESTMENT MANAGEMENT, LLC | Member | E | yes | 12/2019 | Aug 1, 2022 | Dec 6, 2024 |
| KUDU INVESTMENTS US LLC | MEMBER CLASS I INTERESTS | C | yes | 07/2022 | Aug 1, 2022 | Dec 6, 2024 |
| LABRA, ZULAY, (NMN) | CHIEF OPERATING OFFICER | Na | yes | 05/2012 | Jun 11, 2012 | Dec 6, 2024 |
| PECK, SUZANNE, FRANCES | President | Na | yes | 05/2024 | Jun 17, 2024 | Dec 6, 2024 |
| ROGAN, CLAIRE, LEIGH | CHIEF FINANCIAL OFFICER | Na | yes | 06/2014 | Mar 30, 2015 | Dec 6, 2024 |
| WHITE MOUNTAINS INSURANCE GROUP, LTD. | Shareholder | E | yes | 10/2020 | Aug 1, 2022 | Dec 6, 2024 |
| WM INTERNATIONAL HOLDINGS LTD | Shareholder | E | yes | 10/2020 | Aug 1, 2022 | Dec 6, 2024 |
| WM REGENT LTD | Member | E | yes | 10/2020 | Aug 1, 2022 | Dec 6, 2024 |
| ROBLES, ULISES, ERNESTO | CHIEF FINANCIAL OFFICER | Na | no | 12/2024 | Mar 26, 2026 | Mar 26, 2026 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| CATENARY ALTERNATIVES ASSET MANAGEMENT, LLC | n/a | Other adviser | $353M | Y | yes | n/a |
| GENTRUST PR, LLC | n/a | n/a | n/a | Y | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| NEW YORK | NY | United States | 6 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 26, 2026 | $5.2B | $3.9B | 40 | 18 | 1 | n/a | n/a |
| 2024 | Mar 27, 2025 | $4.5B | $3.7B | 42 | 20 | 1 | n/a | n/a |
| 2023 | Mar 27, 2024 | $3.2B | $2.7B | 36 | 15 | 1 | 1 | $813,763 |
| 2022 | Mar 27, 2023 | $2.8B | $2.4B | 34 | 19 | 1 | 1 | $15.5M |
| 2021 | Mar 25, 2022 | $2.7B | $2.3B | 33 | 20 | 1 | 1 | $18.7M |
| 2020 | Mar 30, 2021 | $2.3B | $2.0B | 30 | 18 | 1 | 1 | $13.6M |
| 2019 | Mar 30, 2020 | $1.7B | $1.5B | 26 | 17 | 1 | 3 | $10.9M |
| 2018 | Mar 29, 2019 | $1.5B | $1.3B | 26 | 15 | 1 | 3 | $14.9M |
| 2017 | Mar 2, 2018 | $1.5B | $1.4B | 26 | 15 | 1 | 2 | $4.3M |
| 2016 | Feb 14, 2017 | $1.2B | $1.1B | 19 | 13 | n/a | 2 | $4.4M |
| 2015 | Mar 28, 2016 | $1.1B | $970M | 18 | 10 | n/a | 1 | $2.2M |
| 2014 | Mar 30, 2015 | $987M | $889M | 18 | 10 | n/a | n/a | n/a |
| 2013 | Mar 28, 2014 | $673M | $549M | 13 | 8 | n/a | n/a | n/a |
| 2012 | Mar 27, 2013 | $481M | $356M | 11 | 8 | n/a | n/a | n/a |
| 2011 | Apr 30, 2012 | $259M | $259M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 1 | 0 | 4.5% | 0 | 0 | 0 | 4 | 3 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $5.2B | $4.5B | 16.6% | $2.8B | 22.9% | 40 | 42 | 1 | 1 |