Genspring Family Offices International LLC (Miami)

Name: Genspring Family Offices International LLC
Address: 701 Brickell Avenue, Miami, FL, 33131
Telephone: 305-825-2225

Genspring Family Offices International LLC is a large advisory firm based in Miami. It manages $1.63 billion of regulatory assets for 525 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Connecticut and Florida.

Genspring Family Offices International provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and consolidated financial reporting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Genspring Family Offices International: assets under management

The assets under management (AUM) of Genspring Family Offices International LLC is $1.63 billion. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Genspring Family Offices International LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Genspring Family Offices International LLC

Santiago Ulloa has been acting as President since 1 Mar 2008. Jean Louis Pierre Brunel has served as the Chief Investment Officer since 1 Jul 2011 and Maria Elena Lagomasino is the Chief Executive Officer of Genspring Family Offices International LLC family office. Paul Anthony Hoffman joined the executive team most recently as the Chief Compliance Officer / Coo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Genspring Holdings Inc.	Holding company	1 Aug 2007	75% - 100%	65-0078558
Santiago Ulloa	President	1 Mar 2008	Other	4351594
Michael James Holden	Chief operating officer	1 Mar 2008	Other	4089204
Michael Zeuner	Senior vice president	1 Mar 2008	Other	4534178
Maria Elena Lagomasino	Chief executive officer	1 Mar 2008	Other	4596698
Myron Michael Zeuner	Senior executive partner	1 Mar 2008	Other	4534178
Patrick Anthony Paparelli	Chief compliance officer	1 Dec 2010	Other	4778194
John Thomas Elmes	Head of investments	1 Jul 2011	Other	2209048
Jean Louis Pierre Brunel	Chief investment officer	1 Jul 2011	Other	4335573
Neal Bradley Sessions	Chief financial officer	1 Aug 2011	Other	1731039
Llc Genspring Family Offices	Parent company	1 Oct 2011	75% - 100%	109278
Tai Young Kim	Controller	1 Mar 2012	Other	5836157
Michael Joseph Santone	Controller	1 Mar 2012	Other	6056544
Tai Young Kim	Chief financial officer	1 Jul 2012	Other	5836157
Thomas Mclemore Carroll	Chief executive officer	1 Oct 2012	Other	4199835
Ernest Nicholas Dawal	Chief investment officer	1 Oct 2012	Other	2907235
Santiago Ulloa	Managing partner	1 Jan 2013	75% - 100%	4351594
Paul Anthony Hoffman	Chief compliance officer / coo	1 Jan 2013	Other	1659811
Gerardo Jose Nout	Chief investment strategist	1 Jan 2013	Other	4833103

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Suntrust Banks	Shareholder	1 Mar 2001	75% - 100%	58-1575035
Inc Genspring Holdings	Indirect owner	1 Oct 2011	75% - 100%	65-0078558

Based in Miami

The principal office where Genspring Family Offices International LLC performs its advisory services is located at 701 Brickell Avenue, Miami, FL 33131, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 305-825-2225 or by fax 305-825-7790. The normal business hours are 8:30 a.m. to 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.genspring.com.