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GENCAP PORTFOLIO MANAGEMENT

TIBURON, CA · CRD 269910 · IAPD ↗ · frontrowadvisors.com · (415) 797-6003

$420.4MRegulatory AUM
8Advisory reps
8Employees
0Clients
26-50Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — GENCAP PORTFOLIO MANAGEMENT reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
March 2025 — GENCAP PORTFOLIO MANAGEMENT reported RAUM up 28% ($309.2M -> $396.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.