Genstar Capital
advisor22 known aliases resolved via the canonical alias map
Market position · 2024
Plans served9+2 YoYRank #1585 of mapped providers
Assets under administration$87.7B0.1%Market share · rank #159
Fees received$16MMedian $63,211/planSum across Schedule C direct + indirect
Net wins YoY+34 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Genstar Capital plan look like?
Service mix · median fees per plan
Count of plans where Genstar Capital ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by planCode 28 | 4 | $113,075 | |
Investment management fees paid indirectly by planCode 52 | 2 | $2,708,708 | |
Accounting (including auditing)Code 10 | 1 | $3,600 | |
Legal; Direct payment from the plan; Investment management fees paid indirectly by planCode 29 | 1 | $15,803 | |
Employee (plan); Recordkeeping feesCode 30 | 1 | $32,873 |
Competitor overlap
Percent of Genstar Capital's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Genstar Capital.
| Sponsor | From | Assets |
|---|---|---|
SUTTER HEALTHCA · 942788907-333 | Capital Bank & Trust Company | $6.2B |
BD OF TRUSTEES-LEGACY PLAN OF THE NATIONAL RETIREMENT FUNDNY · 136130178-001 | Life Status 360 | $1.9B |
AARPDC · 951985500-001 | PENNYBACKER VI LIBERTY LLC | $1.6B |
BOARD OF TRUSTEES CONSOLIDATED RETIREMENT FUNDNY · 133177000-001 | Lowenstein Sandler LLP | $492M |
Plans lost in 2024
Appeared last year under Genstar Capital; not this year.
| Sponsor | To | Assets |
|---|---|---|
ARAMCO SHARED BENEFITS COMPANYTX · 844364434-001 | Jefferies LLC | $1.9B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEESWA · 916145047-001 | $56.4B | 639,222 | $14M | 10y | - |
SOUTHERN COMPANY SERVICES, INC.GA · 630274273-001 | $15.3B | 58,166 | $1M | 10y | - |
SUTTER HEALTHCA · 942788907-333 | $6.2B | 66,154 | $40,705 | 1y | - |
BD OF TRUSTEES UFCW CONSOLIDATED PENSION FUNDGA · 586101602-001 | $5.6B | 347,574 | $101,144 | 2y | - |
BD OF TRUSTEES-LEGACY PLAN OF THE NATIONAL RETIREMENT FUNDNY · 136130178-001 | $1.9B | 184,550 | $63,211 | 1y | - |
AARPDC · 951985500-001 | $1.6B | 5,813 | $215,813 | 3y | - |
BOARD OF TRUSTEES CONSOLIDATED RETIREMENT FUNDNY · 133177000-001 | $492M | 4,269 | $15,803 | 1y | - |
TRUSTEES OF THE CEMENT MASONS UNION LOCAL 592 PENSION PLANPA · 231972409-001 | $139M | 1,390 | $32,873 | 5y | - |
CLARE HOLDINGS, LLCIL · 273400666-002 | $24M | 586 | $3,600 | 2y | 1 |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (22)
Raw Schedule C names collapsed into Genstar Capital.
- CLARCK SHAEFFER HACKETT CPAS & ADVI
- CLARE CREIGHTON
- CLARE HOLDINGS LLC
- CLARE ROSE INC.
- CLAREANT EURO CREDIT OPP BNY MELLON
- CLAREMONT
- CLAREMONT UNIVERSITY CONSORTIUM
- GENSTAR
- GENSTAR CAPITAL
- GENSTAR CAPITAL IX LP
- GENSTAR CAPITAL MANAGEMENT LLC
- GENSTAR CAPITAL PARTNERS IX
- GENSTAR CAPITAL PARTNERS IX, L.P
- GENSTAR CAPITAL PARTNERS LLC
- GENSTAR CAPITAL PARTNERS VII, L.P.
- GENSTAR CAPITAL PARTNERS VIII
- GENSTAR CAPITAL PARTNERS X LP
- GENSTAR CAPITAL PARTNERS X, LP
- GENSTAR CAPITAL PARTNERS XI LP
- GENSTAR CAPITAL PARTNERS, LLC
- GENSTAR CAPITAL VIII LP
- THE CLAREMONT COLLEGES SERVICES
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Genstar Capital's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 11.11% | 1.76% | +9.35 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Genstar Capital. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Genstar Capital's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Schulte Roth & Zabel LLP | 2 | 22.2% |
| Barlow Coughran Morales & Josephson | 1 | 11.1% |
| Beins Axelrod PC | 1 | 11.1% |
| Ferraiuoli LLC | 1 | 11.1% |
| MWM Law, LLC | 1 | 11.1% |
| Pierce Firm PLLC | 1 | 11.1% |
| Slevin & Hart PC | 1 | 11.1% |
| Susanin Widman & Brennan PC | 1 | 11.1% |
| Trucker Huss | 1 | 11.1% |
| Venable LLP | 1 | 11.1% |