DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Genstar Capital
Asset manager (funds and pooled vehicles)San Francisco, CaliforniaCRD 156932SEC 801-73806websiteIAPD
Legal name Genstar Capital Management LLC
Latest filing Apr 21, 2026
First filing on the tape Feb 14, 2012 · 36 filings
SEC status approved since Mar 30, 2012
RAUM
$51B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
49
28 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
30
reported on Schedule D
History
36 filings and snapshots on the tape
RAUM$51B as of Apr 21, 2026
Mar 28, 2013$3.1B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 21, 2026
Mar 28, 20130 then
Employees (5.A)49 as of Apr 21, 2026
Mar 28, 201335 then
Private funds30 as of Apr 21, 2026
Mar 28, 20138 then
RAUM +1.7% over the last fiscal year+13% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 21, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $1.7BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +1.7%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$51B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 30reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
37 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| 01: Genstar Capital Partners Xi, L.P. | Private Equity Fund | $11B | 385 | Jul 13, 2022 |
| 07: Genstar Capital Partners X, L.P. | Private Equity Fund | $7.8B | 342 | Mar 30, 2021 |
| 13: Genstar Capital Partners Ix, L.P. | Private Equity Fund | $6.7B | 231 | Oct 22, 2018 |
| 19: Genstar Capital Partners Viii, L.P. | Private Equity Fund | $2.6B | 75 | May 23, 2017 |
| 08: Genstar Capital Partners X (Eu), L.P. | Private Equity Fund | $2.6B | 117 | Mar 30, 2021 |
| 14: Genstar Capital Partners Ix (Eu), L.P. | Private Equity Fund | $2.4B | 65 | Oct 22, 2018 |
| 02: Genstar Capital Partners Xi (Eu), L.P. | Private Equity Fund | $2.2B | 104 | Jul 13, 2022 |
| 22: Genstar Capital Partners Viii Bl (Eu), L.P. | Private Equity Fund | $1.7B | 42 | May 23, 2017 |
| 21: Genstar Capital Partners Viii Bl, L.P. | Private Equity Fund | $1.7B | 47 | May 23, 2017 |
| 15: Genstar Ix Opportunities Fund I, L.P. | Private Equity Fund | $1.2B | 71 | Mar 29, 2019 |
| 09: Genstar X Opportunities Fund I, L.P. | Private Equity Fund | $1.2B | 123 | Mar 30, 2021 |
| 26: Genstar Capital Partners Vii, L.P. | Private Equity Fund | $1.0B | 90 | Jun 1, 2015 |
| 23: Genstar Viii Opportunities Fund I, L.P. | Private Equity Fund | $992M | 38 | Mar 30, 2018 |
| 03: Genstar Xi Opportunities Fund I, L.P. | Private Equity Fund | $589M | 35 | Jul 13, 2022 |
| 27: Genstar Capital Partners Vii (Eu), L.P. | Private Equity Fund | $548M | 32 | Jun 1, 2015 |
| 12: Stargen X, L.P. | Private Equity Fund | $523M | 85 | Mar 30, 2021 |
| 06: Stargen Xi, L.P. | Private Equity Fund | $519M | 75 | Jul 13, 2022 |
| 05: Gc Xi Alpha Co-Invest, L.P. | Private Equity Fund | $437M | 30 | Mar 29, 2024 |
| 17: Stargen Ix, L.P. | Private Equity Fund | $422M | 62 | Mar 29, 2019 |
| 10: Genstar X Opportunities Fund I (Eu), L.P. | Private Equity Fund | $368M | 41 | Mar 30, 2021 |
| 16: Genstar Ix Opportunities Fund I (Eu), L.P. | Private Equity Fund | $348M | 20 | Mar 30, 2020 |
| 25: Stargen Viii, L.P. | Private Equity Fund | $336M | 65 | May 23, 2017 |
| 24: Genstar Viii Opportunities Fund I (Eu), L.P. | Private Equity Fund | $227M | 15 | Mar 30, 2018 |
| 04: Genstar Xi Opportunities Fund I (Eu), L.P. | Private Equity Fund | $211M | 23 | Jul 13, 2022 |
| 20: Genstar Capital Partners Viii (Eu), L.P | Private Equity Fund | $186M | 6 | May 23, 2017 |
| 11: Gc X Alpha Co-Invest, L.P. | Private Equity Fund | $181M | 9 | Mar 29, 2024 |
| 18: Genstar Amba Cv, L.P. | Private Equity Fund | $123M | 28 | Mar 31, 2022 |
| Genstar Capital Partners IV, L.P.no longer reported | Private Equity Fund | $117M | 81 | Feb 14, 2012 |
| 29: Genstar Capital Partners Vi, L.P. | Private Equity Fund | $102M | 46 | Feb 14, 2012 |
| 28: Stargen Vii, L.P. | Private Equity Fund | $69.1M | 43 | Jun 1, 2015 |
| Genstar Capital Partners III, L.P.no longer reported | Private Equity Fund | $16.3M | 46 | Feb 14, 2012 |
| 14: Gc Athena Co-Invest, L.P.no longer reported | Private Equity Fund | $15.5M | 28 | Mar 29, 2017 |
| Stargen IV, L.P.no longer reported | Private Equity Fund | $7.5M | 32 | Feb 14, 2012 |
| 30: Stargen Vi, L.P. | Private Equity Fund | $4.2M | 55 | Feb 14, 2012 |
| 31: Genstar Capital Partners V, L.P. | Private Equity Fund | $1.2M | 111 | Feb 14, 2012 |
| Stargen III, L.P.no longer reported | Private Equity Fund | $585,888 | 25 | Feb 14, 2012 |
| 32: Stargen V, L.P. | Private Equity Fund | $330,217 | 61 | Feb 14, 2012 |
Owners and control persons
Schedule A and B, latest filing
- J. Ryan Clark · President And Managing Directorcontrolsince 09/2015 · owns less than 5%
- Ann Elizabeth Coley · Chief Compliance Officercontrolsince 08/2021 · owns less than 5%
- Louis Jean-Pierre Conte · Chairman And Managing Directorcontrolsince 09/2015 · owns less than 5%
- Starritt Melissa Dickerson · Chief Financial Officercontrolsince 09/2004 · owns less than 5%
- Stanley Robert Rutledge · Managing Directorcontrolsince 09/2015 · owns less than 5%
- Jon Anthony Salewski · Managing Directorcontrolsince 09/2015 · owns less than 5%
- Phillips Eli Weiss · Managing Directorcontrolsince 09/2015 · owns less than 5%
- J. Ryan Clark · Trusteecontrolsince 09/2015 · owns F of Cg Family Trust
- Louis Jean-Pierre Conte · Trusteecontrolsince 03/2011 · owns F of Jean-Pierre L. Conte Revocable Trust
- Stanley Robert Rutledge · Trusteecontrolsince 11/2016 · owns F of Rutledge Revocable Trust U/A/D 11/22/2016
- Jon Anthony Salewski · Co-Trusteecontrolsince 09/2017 · owns F of Salewski Revocable Trust U/A/D 9/14/2017
- Phillips Eli Weiss · Trusteecontrolsince 09/2015 · owns F of Weiss Family Trust
Entity owners
- Cg Family Trust · Memberdirect · owns 25% to 50%
- Jean-Pierre L. Conte Revocable Trust · Memberdirect · owns 10% to 25%
- Rutledge Revocable Trust U/A/D 11/22/2016 · Memberdirect · owns 10% to 25%
- Salewski Revocable Trust U/A/D 9/14/2017 · Memberdirect · owns 10% to 25%
- Weiss Family Trust · Memberdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- Genstar Capital Ix, L.P.investment adviserpooled vehicle sponsorn
- Genstar Capital V Aiv, L.P.pooled vehicle sponsorn
- Genstar Capital V, L.P.investment adviserpooled vehicle sponsorn
- Genstar Capital Vi Aiv, L.P.pooled vehicle sponsorn
- Genstar Capital Vi, L.P.investment adviserpooled vehicle sponsorn
- Genstar Capital Vii, L.P.investment adviserpooled vehicle sponsorn
- Genstar Capital Viii Aiv, L.P.pooled vehicle sponsorn
- Genstar Capital Viii, L.P.investment adviserpooled vehicle sponsorn
- Genstar Capital X, L.P.investment adviserpooled vehicle sponsorn
- Genstar Capital Xi, L.P.investment adviserpooled vehicle sponsorn
- Genstar Vii Gp Aiv Br Ltd.investment adviserpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 32 to 30Mar 31, 2025 to Mar 30, 2026
- Pooled vehicle clients · 32 to 30Mar 31, 2025 to Mar 30, 2026
- Employees · 48 to 49Mar 31, 2025 to Mar 30, 2026
- Private funds · 32 to 30Mar 31, 2025 to Mar 30, 2026
- Discretionary RAUM · $50B to $51BMar 31, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $50B to $51BMar 31, 2025 to Mar 30, 2026
- RAUM · $50B to $51BMar 31, 2025 to Mar 30, 2026
- Advisory employees · 29 to 28Apr 24, 2024 to Mar 31, 2025
- Employees · 47 to 48Apr 24, 2024 to Mar 31, 2025
- Financial planning clients · unset to Apr 24, 2024 to Mar 31, 2025
- Discretionary RAUM · $49B to $50BApr 24, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $49B to $50BApr 24, 2024 to Mar 31, 2025
- RAUM · $49B to $50BApr 24, 2024 to Mar 31, 2025
- Accounts · 30 to 32Mar 31, 2023 to Mar 29, 2024
- Advisory employees · 26 to 29Mar 31, 2023 to Mar 29, 2024
- Pooled vehicle clients · 30 to 32Mar 31, 2023 to Mar 29, 2024
- Employees · 44 to 47Mar 31, 2023 to Mar 29, 2024
- Private funds · 30 to 32Mar 31, 2023 to Mar 29, 2024
- Discretionary RAUM · $36B to $49BMar 31, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $36B to $49BMar 31, 2023 to Mar 29, 2024
- RAUM · $36B to $49BMar 31, 2023 to Mar 29, 2024
- Accounts · 25 to 30Jan 18, 2023 to Mar 31, 2023
- Advisory employees · 24 to 26Jan 18, 2023 to Mar 31, 2023
- Pooled vehicle clients · 25 to 30Jan 18, 2023 to Mar 31, 2023
- Employees · 42 to 44Jan 18, 2023 to Mar 31, 2023
- Discretionary RAUM · $35B to $36BJan 18, 2023 to Mar 31, 2023
- Pooled vehicle RAUM · $35B to $36BJan 18, 2023 to Mar 31, 2023
- RAUM · $35B to $36BJan 18, 2023 to Mar 31, 2023
- Private funds · 25 to 30Jun 24, 2022 to Jul 13, 2022
- Accounts · 24 to 25Aug 4, 2021 to Mar 31, 2022
- Advisory employees · 25 to 24Aug 4, 2021 to Mar 31, 2022
- Pooled vehicle clients · 10 to 25Aug 4, 2021 to Mar 31, 2022
- Employees · 41 to 42Aug 4, 2021 to Mar 31, 2022
- Private funds · 24 to 25Aug 4, 2021 to Mar 31, 2022
- Discretionary RAUM · $33B to $35BAug 4, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $33B to $35BAug 4, 2021 to Mar 31, 2022
- RAUM · $33B to $35BAug 4, 2021 to Mar 31, 2022
- Discretionary RAUM · $3.3B to $33BMay 19, 2021 to Jun 4, 2021
- Pooled vehicle RAUM · $3.3B to $33BMay 19, 2021 to Jun 4, 2021
- RAUM · $3.3B to $33BMay 19, 2021 to Jun 4, 2021
Signals
7 dated events
- Genstar Capital reported RAUM $48.6B, up 35% from $35.9B (2023-03-31 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- Joy Carolyn Greenwalt (Chief Compliance Officer) no longer on Schedule A of Genstar Capital (listed 2021-06-04, absent 2021-08-04)Aug 4, 2021 · Control person left · inference
- Ann Elizabeth Coley (Chief Compliance Officer) appeared on Schedule A of Genstar CapitalAug 4, 2021 · Control person joined · fact
- Genstar Capital reported RAUM $33.2B, up 900% from $3.3B (2021-05-19 to 2021-06-04)Jun 4, 2021 · RAUM change · derived
- Genstar Capital reported RAUM $3.3B, down 85% from $21.5B (2021-03-30 to 2021-05-19)May 19, 2021 · RAUM change · derived
- Joy Carolyn Greenwalt (Chief Compliance Officer) appeared on Schedule A of Genstar CapitalJul 8, 2019 · Control person joined · fact
- Genstar Capital reported RAUM $16.8B, up 72% from $9.7B (2018-10-23 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- Genstar Capital · Independent Sponsorsshared crd · capital_provider
- Genstar Capital · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/GENSTAR-CAPITALreportedpublic record, Form ADV, Sep 17, 2026
- Website
- GENCAP.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 415-834-2350reportedpublic record, Form ADV, Apr 21, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026