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GENEREUX INVESTMENT MANAGEMENT, INC.

Advisory

N·

Data as of Jan 20, 2026 · Source: SEC Form ADV

Total AUM
$129M
1-Year AUM Growth
+19.7%
3-Year CAGR
+3.9%
Employees
1
Assets Under Management
Total AUM$129M
Discretionary AUM$129M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients77
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record29
First FilingJan 6, 2005
Latest FilingJan 20, 2026
🔒 Full AUM trend chart and 29 historical filings spanning 21+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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