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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1bsuccession filed

THE GENSLER GROUP

DANIEL G. GENSLER, CRD 110543

CORONADO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d7110163-cda7-a4fa-7607-eb2fc24275e0

Data as of Jan 27, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 4
On other graphs: 0
Observed: Jun 29, 2015 to Jan 27, 2021
10 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $368MItem 5.F on the latest filing (2021-01-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $368M
Private client RAUM: $368MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 780
Individual clients: 213
High net worth clients: 134
SEC number: 801-100472
CRD: 110543
Filings on the tape: 10
First filed: Jun 29, 2015
Latest filed: Jan 27, 2021
Succeeded: a predecessor named on Item 4
Organised: Limited Liability Company, California

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GENSLER, DANIEL, GEORGE	Cco	E	yes	11/1995	Jun 29, 2015	Jan 27, 2021
PERRY, LORETTA, IRENE	Member	Na	no	01/2021	Jan 27, 2021	Jan 27, 2021

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2020	Jan 27, 2021	$368M	$368M	7	2	0	n/a	n/a
2019	Mar 27, 2020	$331M	$331M	5	4	0	n/a	n/a
2018	Mar 28, 2019	$279M	$279M	5	4	1	n/a	n/a
2017	Mar 29, 2018	$281M	$281M	4	2	1	n/a	n/a
2016	Mar 29, 2017	$235M	$235M	4	3	n/a	n/a	n/a
2015	Mar 24, 2016	$152M	$152M	2	2	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2020	$368M	$331M	10.9%	$281M	9.4%	7	5	0	0

Relationships

Owns (1)

← PERRY, LORETTA, IRENEOwnerMEMBER, ownership code NA, individual
Jan 27, 2021 to presentfactForm ADV

Controls (1)

← GENSLER, DANIEL, GEORGEOwnerCCO, ownership code E, individual
Jun 29, 2015 to presentfactForm ADV

Registered with (8)

← Daniel George GenslerAdvisorregistration: previous registration
Feb 9, 2021 to Jan 13, 2022factForm ADV
← Chaz Michael FahrnerAdvisorregistration: previous registration
Jul 27, 2018 to Jan 7, 2022factForm ADV
← ANDREW HAINES MCNAMARAAdvisorregistration: previous registration
Jul 27, 2018 to Jul 14, 2020factForm ADV
← JEFFERSON JOSEPH ROTHERHAMAdvisorregistration: previous registration
May 23, 2016 to Mar 18, 2019factForm ADV
← KAREN LISA BASZAKAdvisorregistration: previous registration
Nov 22, 2006 to Jul 13, 2010factForm ADV
← ALAN JOSEPH SWEETENAdvisorregistration: previous registration
Nov 22, 2006 to Jun 15, 2010factForm ADV
← MICHAEL BRIAN PRIVETTAdvisorregistration: previous registration
Feb 22, 2008 to Feb 4, 2010factForm ADV
← GREG WAYNE STAFFORDAdvisorregistration: previous registration
Nov 22, 2006 to Jun 20, 2008factForm ADV

Dated events

Occurred
Jan 13, 2022
Advisor changed firm
Daniel George Gensler left The Gensler Group for Wealth Enhancement Advisory Services, Llc (registered 2022-01-03)
Form ADVobserved 5 days ago
Occurred
Jan 7, 2022
Advisor changed firm
Chaz Michael Fahrner left The Gensler Group for Orion Capital Management Llc (registered 2022-01-14)
Form ADVobserved 5 days ago
Occurred
Jan 27, 2021
Succession filed (Item 4)
The Gensler Group reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago
Occurred
Jun 29, 2015
First Form ADV filing
The Gensler Group filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d7110163-cda7-a4fa-7607-eb2fc24275e0
First observed: Jun 29, 2015
Last observed: Jan 27, 2021 68 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

THE GENSLER GROUP

DANIEL G. GENSLER, CRD 110543

CORONADO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d7110163-cda7-a4fa-7607-eb2fc24275e0

Data as of Jan 27, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:50 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GENSLER, DANIEL, GEORGE

Cco

yes

11/1995

Jun 29, 2015

Jan 27, 2021

PERRY, LORETTA, IRENE

Member

01/2021

Jan 27, 2021

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2020

Jan 27, 2021

$368M

n/a

2019

Mar 27, 2020

$331M

n/a

2018

Mar 28, 2019

$279M

n/a

2017

Mar 29, 2018

$281M

n/a

2016

Mar 29, 2017

$235M

n/a

2015

Mar 24, 2016

$152M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2020

$368M

$331M

10.9%

$281M

9.4%