Navellier Genesis Management, LLC (Reno)

Navellier Genesis Management, LLC is a related adviser based in Reno. It manages $41.42 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2011.

Navellier Genesis Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Navellier Genesis Management: assets under management

The assets under management (AUM) of Navellier Genesis Management, LLC is $41.42 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $41.42 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $41.42 million each.

Navellier Genesis Management has custody of $41.42 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Navellier Genesis Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Navellier Genesis Management, LLC

Navellier Hedge Management Inc joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Navellier Hedge Management Inc	Member	1 Apr 2011	50% - 75%	107537
Llc Canyon Management	Member	1 Apr 2011	50% - 75%	95-4090140
Peter Robert Knapp	Managing director	1 Apr 2011	Other	4932737
Arjen Philip Kuyper	Chief compliance officer	1 Apr 2011	Other	1318810
Sheldon Marshall Wolk	Portfolio manager	1 Apr 2011	Other	471558
Lawrence Levitt	Portfolio manager	1 Apr 2011	Other	1652318
Louis Gene Navellier	Chief executive officer	1 Apr 2011	75% - 100%	1792046
Canyon Management Company	Member	1 Apr 2011	50% - 75%	95-4090140

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Sheldon Marshall Wolk	Shareholder	1 Apr 1987	50% - 75%	471558
Lawrence Levitt	Shareholder	1 Apr 1987	50% - 75%	1652318
Louis Gene Navellier	President	1 Sep 1988	75% - 100%	1792046

Based in Reno

The principal office where Navellier Genesis Management, LLC performs its advisory services is located at One East Liberty, Reno, NV 89501 2107, which is also the mailing address of the firm. An additional office of the firm is in Beverly Hills, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 775-785-2300 or by fax 775-562-8212. The normal business hours are 7:00 am to 5:00pm on Monday - Friday.