Genspring International LLC (Miami)

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

Genspring International LLC is a large advisory firm based in Miami. It manages $1.94 billion of regulatory assets for 580 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Connecticut and Florida.

Genspring International provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. 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 International: assets under management

The assets under management (AUM) of Genspring International LLC is $1.94 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 International LLC for their services and products based on a percentage of assets under management, fixed fees, 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 Genspring International LLC

Santiago Ulloa has been acting as President since 1 Mar 2008. Cesar Augusto Pachon has served as the Chief Investment Officer since 1 Jan 2006 and Maria Elena Lagomasino is the Chief Executive Officer of Genspring International LLC family office. Neal Bradley Sessions joined the executive team most recently as the Chief Financial Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Paul Anthony Hoffman	Chief compliance officer, chief operating officer	1 Nov 2002	Other	1659811
Cesar Augusto Pachon	Chief investment officer	1 Jan 2006	Other	4074988
Genspring Holdings Inc.	Holding company	1 Aug 2007	75% - 100%	65-0078558
Santiago Ulloa	President	1 Mar 2008	Other	4351594
Ginny Rae Neal	Secretary	1 Mar 2008	Other	5314372
Michael James Holden	Senior vice president	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
Gerardo Jose Nout	Co-chief investment officer	1 Jan 2009	Other	4833103
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

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Suntrust Banks	Shareholder	1 Mar 2001	75% - 100%	58-1575035

Based in Miami

The principal office where Genspring International LLC performs its advisory services is located at 701 Brickell Avenue, Miami, FL 33131, which is also the mailing address of the firm. An additional office of the firm is in Greenwich, CT. 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.tbkinvestments.com.