GENESEE CAPITAL ADVISORS, LLC
CRD #167353 SEC #801-77930 AUBURN, NY 315-554-3020
SEC Registered
Total AUM
$375.2M
Discretionary
$370.2M
Employees
4
Clients
25
Accounts
1,605
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $375.2M | $370.2M | $5.1M | 4 | 3 |
| Sep 2024 | $327.4M | $322.5M | $4.9M | 4 | 534 |
| Feb 2024 | $327.4M | $322.5M | $4.9M | 4 | 534 |
| Feb 2023 | $287.2M | $282.6M | $4.5M | 4 | 130 |
| Mar 2022 | $314.4M | $309.3M | $5.2M | 4 | 0 |
| Jan 2022 | $314.4M | $309.3M | $5.2M | 4 | 0 |
| Jul 2021 | $223.9M | $219M | $5M | 4 | 0 |
| Feb 2021 | $223.9M | $219M | $5M | 4 | 0 |
| Feb 2021 | $223.9M | $219M | $5M | 4 | 0 |
| Jan 2021 | $179.7M | $168.2M | $11.4M | 4 | 0 |
| Jun 2020 | $179.7M | $168.2M | $11.4M | 4 | 0 |
| Feb 2020 | $179.7M | $168.2M | $11.4M | 4 | 0 |
| Nov 2019 | $151.9M | $148.7M | $3.2M | 4 | 0 |
| Apr 2019 | $151.9M | $148.7M | $3.2M | 4 | 0 |
| Feb 2019 | $146.6M | $146.6M | $0 | 4 | 0 |
| Feb 2019 | $146.6M | $146.6M | $0 | 4 | 0 |
| Nov 2018 | $156.7M | $144.9M | $11.8M | 4 | 0 |
| Nov 2018 | $156.7M | $144.9M | $11.8M | 4 | 0 |
| Mar 2018 | $156.7M | $144.9M | $11.8M | 4 | 0 |
| Feb 2018 | $156.7M | $144.9M | $11.8M | 4 | 0 |
| Oct 2017 | $124.8M | $124.8M | $0 | 4 | 0 |
| Sep 2017 | $124.8M | $124.8M | $0 | 4 | 300 |
| Apr 2017 | $126.8M | $119.7M | $7.1M | 4 | 300 |
| Mar 2017 | $126.8M | $119.7M | $7.1M | 4 | 300 |
| Mar 2016 | $129.2M | $122.5M | $6.7M | 4 | 300 |
| Feb 2016 | $129.2M | $122.5M | $6.7M | 4 | 300 |
| Mar 2015 | $122.1M | $116.6M | $5.6M | 4 | 300 |
| Mar 2014 | $108.7M | $107.2M | $1.5M | 3 | 200 |
| Oct 2013 | $101.2M | $101.2M | $0 | 3 | 0 |
| Oct 2013 | $93.4M | $93.4M | $0 | 3 | 0 |
| Jul 2013 | $0 | $0 | $0 | 3 | 0 |
| May 2013 | $0 | $0 | $0 | 3 | 0 |
| May 2013 | $0 | $0 | $0 | 3 | 0 |
| May 2013 | $0 | $0 | $0 | 3 | 0 |
| Apr 2013 | $0 | $0 | $0 | 1 | 0 |
DateFeb 2025
Total AUM$375.2M
Discretionary$370.2M
Non-Disc.$5.1M
Employees4
Clients3
DateSep 2024
Total AUM$327.4M
Discretionary$322.5M
Non-Disc.$4.9M
Employees4
Clients534
DateFeb 2024
Total AUM$327.4M
Discretionary$322.5M
Non-Disc.$4.9M
Employees4
Clients534
DateFeb 2023
Total AUM$287.2M
Discretionary$282.6M
Non-Disc.$4.5M
Employees4
Clients130
DateMar 2022
Total AUM$314.4M
Discretionary$309.3M
Non-Disc.$5.2M
Employees4
Clients0
DateJan 2022
Total AUM$314.4M
Discretionary$309.3M
Non-Disc.$5.2M
Employees4
Clients0
DateJul 2021
Total AUM$223.9M
Discretionary$219M
Non-Disc.$5M
Employees4
Clients0
DateFeb 2021
Total AUM$223.9M
Discretionary$219M
Non-Disc.$5M
Employees4
Clients0
DateFeb 2021
Total AUM$223.9M
Discretionary$219M
Non-Disc.$5M
Employees4
Clients0
DateJan 2021
Total AUM$179.7M
Discretionary$168.2M
Non-Disc.$11.4M
Employees4
Clients0
DateJun 2020
Total AUM$179.7M
Discretionary$168.2M
Non-Disc.$11.4M
Employees4
Clients0
DateFeb 2020
Total AUM$179.7M
Discretionary$168.2M
Non-Disc.$11.4M
Employees4
Clients0
DateNov 2019
Total AUM$151.9M
Discretionary$148.7M
Non-Disc.$3.2M
Employees4
Clients0
DateApr 2019
Total AUM$151.9M
Discretionary$148.7M
Non-Disc.$3.2M
Employees4
Clients0
DateFeb 2019
Total AUM$146.6M
Discretionary$146.6M
Non-Disc.$0
Employees4
Clients0
DateFeb 2019
Total AUM$146.6M
Discretionary$146.6M
Non-Disc.$0
Employees4
Clients0
DateNov 2018
Total AUM$156.7M
Discretionary$144.9M
Non-Disc.$11.8M
Employees4
Clients0
DateNov 2018
Total AUM$156.7M
Discretionary$144.9M
Non-Disc.$11.8M
Employees4
Clients0
DateMar 2018
Total AUM$156.7M
Discretionary$144.9M
Non-Disc.$11.8M
Employees4
Clients0
DateFeb 2018
Total AUM$156.7M
Discretionary$144.9M
Non-Disc.$11.8M
Employees4
Clients0
DateOct 2017
Total AUM$124.8M
Discretionary$124.8M
Non-Disc.$0
Employees4
Clients0
DateSep 2017
Total AUM$124.8M
Discretionary$124.8M
Non-Disc.$0
Employees4
Clients300
DateApr 2017
Total AUM$126.8M
Discretionary$119.7M
Non-Disc.$7.1M
Employees4
Clients300
DateMar 2017
Total AUM$126.8M
Discretionary$119.7M
Non-Disc.$7.1M
Employees4
Clients300
DateMar 2016
Total AUM$129.2M
Discretionary$122.5M
Non-Disc.$6.7M
Employees4
Clients300
DateFeb 2016
Total AUM$129.2M
Discretionary$122.5M
Non-Disc.$6.7M
Employees4
Clients300
DateMar 2015
Total AUM$122.1M
Discretionary$116.6M
Non-Disc.$5.6M
Employees4
Clients300
DateMar 2014
Total AUM$108.7M
Discretionary$107.2M
Non-Disc.$1.5M
Employees3
Clients200
DateOct 2013
Total AUM$101.2M
Discretionary$101.2M
Non-Disc.$0
Employees3
Clients0
DateOct 2013
Total AUM$93.4M
Discretionary$93.4M
Non-Disc.$0
Employees3
Clients0
DateJul 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0