Gensen Asset Management INC.

Fee-Only (% of Portfolio)

Gensen Asset Management provides discretionary investment management services, operating primarily as a sub-advisor for separately managed accounts. Gensen Asset Management focuses on a long-short fundamental equity strategy with low net exposure, targeting technology, media, telecommunications, consumer, and internet companies. Gensen Asset Management actively manages a portfolio of Japanese and U.S. publicly listed equities and American Depository Receipts, utilizing rigorous bottom-up fundamental analysis and a private equity approach to public markets.

Assets Under Management$75M
Clients1
AdvisorsN/A
Avg. per Client$75M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Management fees are negotiable and may be up to 1.5% annually. Clients may also be subject to an incentive fee of up to 20% of net profits.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Gensen Asset Management INC. - Fees, AUM & Advisors | TrueAdvisor