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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

NAVELLIER GENESIS MANAGEMENT, LLC

CRD 157309

RENO, NV

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:eccef513-a786-a675-7fe2-944b1d79029c

Data as of Jun 15, 2012 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 0
On other graphs: 0
Observed: Mar 30, 2012 to Jun 15, 2012
2 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: $41.4MItem 5.F on the latest filing (2012-06-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $41.4M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Accounts: 1
Private funds: 1Schedule D 7.B(1)
Private fund GAV: $41.4Mgross asset value as reported per fund; never fund size
Custody, client assets: $41.4M
SEC number: 801-72407
CRD: 157309
Filings on the tape: 2
First filed: Mar 30, 2012
Latest filed: Jun 15, 2012
Organised: Limited Liability Company, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
NAVELLIER GENESIS LP	Hedge Fund	$41.4M	Jun 15, 2012	55	Mar 30, 2012	reported	021-81476

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
CANYON MANAGEMENT COMPANY	Member	D	yes	04/2011	Mar 30, 2012	Jun 15, 2012
KNAPP, PETER, ROBERT	MANAGING DIRECTOR	Na	yes	04/2011	Mar 30, 2012	Jun 15, 2012
KUYPER, ARJEN, PHILIP	PRESIDENT, CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR	Na	yes	04/2011	Mar 30, 2012	Jun 15, 2012
LEVITT, LAWRENCE	Shareholder	D	yes	04/1987	Mar 30, 2012	Jun 15, 2012
LEVITT, LAWRENCE	MANAGING DIRECTOR, PORTFOLIO MANAGER	Na	yes	04/2011	Mar 30, 2012	Jun 15, 2012
NAVELLIER HEDGE MANAGEMENT INC	Member	D	yes	04/2011	Mar 30, 2012	Jun 15, 2012
NAVELLIER, LOUIS, GENE	CHIEF EXECUTIVE OFFICER	Na	yes	04/2011	Mar 30, 2012	Jun 15, 2012
NAVELLIER, LOUIS, GENE	Shareholder	E	yes	09/1988	Mar 30, 2012	Jun 15, 2012
WOLK, SHELDON, MARSHALL	Shareholder	D	yes	04/1987	Mar 30, 2012	Jun 15, 2012
WOLK, SHELDON, MARSHALL	MANAGING DIRECTOR, PORTFOLIO MANAGER	Na	yes	04/2011	Mar 30, 2012	Jun 15, 2012

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
NAVELLIER & ASSOCIATES INC	n/a	Independent wealth	$1.1B	N	yes	n/a
NAVELLIER HEDGE MANAGEMENT INC	n/a	Former SEC adviser	$0	Y	yes	n/a
CANYON MANAGEMENT COMPANY	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
BEVERLY HILLS	CA	United States	n/a	no

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
2011	Mar 30, 2012	$41.4M	$41.4M	n/a	n/a	n/a	1	$41.4M

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
2011	$41.4M	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Relationships

Affiliated with (2)

→ NAVELLIER HEDGE MANAGEMENT INCRegistered adviserother investment adviser, pooled vehicle sponsor, control, common control
factForm ADV
→ NAVELLIER & ASSOCIATES INCRegistered adviserother investment adviser, common control
factForm ADV

Advises (1)

→ NAVELLIER GENESIS LPPrivate fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV

Controls (7)

← NAVELLIER HEDGE MANAGEMENT INCOwnerMEMBER, ownership code D, domestic entity
Mar 30, 2012 to presentfactForm ADV
← KUYPER, ARJEN, PHILIPOwnerPRESIDENT, CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← LEVITT, LAWRENCEOwnerSHAREHOLDER, ownership code D, individual
Mar 30, 2012 to presentfactForm ADV
← NAVELLIER, LOUIS, GENEOwnerSHAREHOLDER, ownership code E, individual
Mar 30, 2012 to presentfactForm ADV
← WOLK, SHELDON, MARSHALLOwnerSHAREHOLDER, ownership code D, individual
Mar 30, 2012 to presentfactForm ADV
← KNAPP, PETER, ROBERTOwnerMANAGING DIRECTOR, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← CANYON MANAGEMENT COMPANYOwnerMEMBER, ownership code D, domestic entity
Mar 30, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:eccef513-a786-a675-7fe2-944b1d79029c
First observed: Mar 30, 2012
Last observed: Jun 15, 2012 173 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.

NAVELLIER GENESIS MANAGEMENT, LLC

CRD 157309

RENO, NV

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:eccef513-a786-a675-7fe2-944b1d79029c

Data as of Jun 15, 2012 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:48 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

NAVELLIER GENESIS LP

Hedge Fund

$41.4M

Jun 15, 2012

Mar 30, 2012

reported

021-81476

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CANYON MANAGEMENT COMPANY

Member

yes

04/2011

Mar 30, 2012

Jun 15, 2012

KNAPP, PETER, ROBERT

MANAGING DIRECTOR

yes

04/2011

Mar 30, 2012

Jun 15, 2012

KUYPER, ARJEN, PHILIP

PRESIDENT, CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR

yes

04/2011

Mar 30, 2012

Jun 15, 2012

LEVITT, LAWRENCE

Shareholder

yes

04/1987

Mar 30, 2012

Jun 15, 2012

LEVITT, LAWRENCE

MANAGING DIRECTOR, PORTFOLIO MANAGER

yes

04/2011

Mar 30, 2012

Jun 15, 2012

NAVELLIER HEDGE MANAGEMENT INC

Member

yes

04/2011

Mar 30, 2012

Jun 15, 2012

NAVELLIER, LOUIS, GENE

CHIEF EXECUTIVE OFFICER

yes

04/2011

Mar 30, 2012

Jun 15, 2012

NAVELLIER, LOUIS, GENE

Shareholder

yes

09/1988

Mar 30, 2012

Jun 15, 2012

WOLK, SHELDON, MARSHALL

Shareholder

yes

04/1987

Mar 30, 2012

Jun 15, 2012

WOLK, SHELDON, MARSHALL

MANAGING DIRECTOR, PORTFOLIO MANAGER

yes

04/2011

Mar 30, 2012

Jun 15, 2012

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

NAVELLIER & ASSOCIATES INC

n/a

Independent wealth

$1.1B

yes

n/a

NAVELLIER HEDGE MANAGEMENT INC

n/a

Former SEC adviser

yes

n/a

CANYON MANAGEMENT COMPANY

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

BEVERLY HILLS

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2011

Mar 30, 2012

$41.4M

n/a

$41.4M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2011

$41.4M

n/a