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VANTAR

NEW YORK, NY · CRD 333196 · IAPD ↗ · gencapita.com · +12014974207

$40,000Regulatory AUM
1Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — GEN INVEST LLC is now doing business as VANTAR.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
70
March 2025 — GEN INVEST LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
December 2024 — GEN INVEST LLC (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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