Tech stack
No one at Gencap Portfolio Management has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Schwab
Per Form ADV · $277M held · filed Mar 2024
J.P. Morgan
Per Form ADV · $23M held · filed Mar 2024
Fidelity
Per Form ADV · $8M held · filed Mar 2024