Multi-Family OfficeRIA · CRD 158388SEC-Registered

Updated:

Genesis

Genesis began operations in 1997 when Juan Pablo Ortiz Salom established the firm to deliver M&A advisory and financing structuring alongside family wealth...

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Genesis

Genesis began operations in 1997 when Juan Pablo Ortiz Salom established the firm to deliver M&A advisory and financing structuring alongside family wealth oversight. Louis Kleyn joined as co-founder, bringing prior leadership experience at Colombia's National Infrastructure Agency. The firm positions itself as an independent advisor that separates banking services from wealth management to avoid regulatory conflicts. Genesis executes across private equity, real estate, infrastructure, and venture stages from pre-seed through buyouts. It has structured deals in PropTech, Digital Health, and AgriTech while maintaining holdings that include the Paralelo 26 Building and ZF Towers Phase I in Bogota. The firm also participates in fund-of-funds commitments and direct SPVs, with geographic reach that spans South America, North America, Europe, and Asia. Confirmed co-investors include board members tied to Quadrant Capital Advisors. The team comprises five named partners and additional professionals focused on tax, estate, and investment banking work. Genesis maintains membership in Pandion Partners, ColCapital, and the GRI Club. It operates the Genesis Foundation as a separate philanthropic vehicle. No operational events from the past 24 months appear in public records. Genesis differs from typical multi-family offices through its hybrid structure that retains an active investment bank license and executes proprietary deals alongside client mandates. This integration supplies internal deal flow from M&A assignments directly into family portfolios without external placement agents.

General information

Firm type

Multi Family Office

Year founded

1997

AUM

Undisclosed

Location

Region

South America

Country

Colombia

City

Braintree

Corporate office

Bogota, Colombia

Principals

Juan Pablo Ortiz Salom

Founder and Managing Partner

Altss tracks 3 additional named team members for this firm — including direct investment leads, IR, and operating principals not listed on the public website.

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Sector focus

FinTechHealthcare ServicesReal EstatePrivate EquityInfrastructureClimateTech

Frequently asked questions

Who runs investment decisions at Genesis?

Juan Pablo Ortiz Salom serves as Managing Partner and leads investment oversight. Additional partners including Juan Diego Alzate and Sebastián Quiroga handle deal structuring and estate planning respectively.

Does Genesis participate in fund commitments or only direct deals?

The firm uses both approaches. It executes direct co-investments and SPVs while also allocating through fund-of-funds and hedge fund vehicles.

What investment stages does Genesis typically target?

Genesis covers buyouts, growth equity, and early-stage rounds from pre-seed through Series B.

Where does the underlying wealth come from?

The firm serves multiple Colombian families but does not disclose specific sources of wealth origin.

How is Genesis related to the Genesis Foundation?

The foundation operates as a separate philanthropic entity with board overlap from firm partners including Juan Carlos García Cañizares.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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