# Genesis Financial Group

Genesis Financial Group is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/genesis-financial-group-llc

## Regulatory record

- **CRD number:** 327996
- **SEC file number:** 801-131745
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/327996

## About

Genesis Financial Group, LLC is an SEC-registered investment adviser in Paramus, NJ, registered since 2025. The firm manages approximately $171 million in regulatory assets. It has 2 employees and 1 investment adviser.

## Questions

### What asset classes does Genesis Financial Group invest in?

Entity filings and transaction records indicate activity in three primary areas: direct private equity (control acquisitions of operating companies), commercial real estate (multi-tenant office, retail, and industrial properties), and structured credit (asset-based lending and mezzanine positions). The firm does not appear to participate in venture capital, public equities, or fund-of-funds commitments based on available public records.

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Last updated: 2026-07-06T01:24:17.226Z

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