GENIE AI LLC

Adviser information for GENIE AI LLC last updated from Form ADV on January 31st, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 1
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 1
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation % of AUM

Identifiers

SEC RIA File Number 801-126403
SEC ERA File Number 801-126403
SEC CIK Numbers None
SEC CRD Numbers 322663
Legal Entity Identifier None

Principal Office

47 ADDINGTON RD
BROOKLINE
MA
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: (857) 383-0065, Fax: N/A

Websites

Chief Compliance Officer

FEDERICO ATTILIO MELE
CEO
47 ADDINGTON RD
BROOKLINE
MA
United States
Tel: 8573830065
Fax: N/A
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
KINDLY INC. Domestic Entity OWNER 06/2022 > 75%
Mele, Federico, a Individual CHIEF COMPLIANCE OFFICER 06/2022 < 5%
Mele, Federico, a Individual KINDLY INC. CEO 07/2021 50-75%
GENTILE, LORENZO Individual KINDLY INC. CHIEF TECHNOLOGY OFFICER 07/2021 50-75%

No. Employees, Historic

10502022202320241 on 7/18/20221 on 7/19/20221 on 8/19/20221 on 8/24/20221 on 1/31/2023