Genesia Investments LLC
SEC RegisteredTailored OCIO and Asset Management Solutions
About the firm
Genesia Investments LLC is an SEC registered investment advisor that provides outsourced investment services to Wealth Advisors and Asset Managers. Led by Chief Investment Officer Rafael A. Villagran, who has over 35 years of investment experience, the firm distinguishes itself through an adaptive approach to OCIO services rather than standardized offerings.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Outsourced CIO and Asset Management Services, Portfolio Management Consulting, Managed Portfolios (including proprietary V-Signal® momentum trend-following strategy and Strategic Portfolios), and Subscription Services covering Research, Model Portfolios, and V-Signals® for DIY portfolio managers.
Who they serve
Wealth Advisors and Asset Managers
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| V-Signal Portfolio (flat rate) | 0.40% |
| Strategic Portfolio Core (Full) | 0.20% |
| Strategic Portfolio Tax Aware (Full) | 0.30% |
| Strategic Portfolio Customized Tax Aware (Full) | 0.40% |
| Strategic Portfolio Core (Simplified) | 0.20% |
| Strategic Portfolio Tax Aware (Simplified) | 0.30% |
| Portfolio Management Consulting - First $50M | 0.05% |
| Portfolio Management Consulting - Next $50M | 0.04% |
| Portfolio Management Consulting - Next $50M | 0.03% |
| Portfolio Management Consulting - Over $150M | 0.02% |
| Portfolio Management Consulting + Implementation & Trading - First $50M | 0.15% |
| Portfolio Management Consulting + Implementation & Trading - Next $50M | 0.13% |
| Portfolio Management Consulting + Implementation & Trading - Next $50M | 0.11% |
| Portfolio Management Consulting + Implementation & Trading - Over $150M | 0.09% |
Data as of February 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Genesia Investments LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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