Gen Cap America, Inc.
- Regulatory AUM
- $213M
- Discretionary
- $213M
- Clients
- 5
- Avg AUM / client
- $42.5M
- Accounts
- 5
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 5 | $213M | 100.0% |
Private funds (7)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $446M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Southvest Fund Vii, Lp | Private Equity Fund | Delaware | $391M | 18 |
| Southvest Fund Vi, Lp | Private Equity Fund | Delaware | $35.0M | 26 |
| Southvest Vii Co Investment Fund A, L.P. | Private Equity Fund | Delaware | $13.2M | 2 |
| Southvest Fund V, Lp | Private Equity Fund | Delaware | $4.9M | 37 |
| Southvest 2009 Co Investment Fund, Llc | Private Equity Fund | Delaware | $794K | 1 |
| Southvest V Co Investment Fund, Lp | Private Equity Fund | Delaware | $313K | 2 |
| Southvest V 2005 Co Investment Fund, Llc | Private Equity Fund | Delaware | $129K | 1 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Blackmon, Stephen, Elisha | Consultant / Operating Partner | Feb 1985 (42y) | Less than 5% | |
| Byrd, Barney, Duncan | President, Chief Executive Officer | Feb 1985 (42y) | 75% or more | |
| Napier, Donald, Dudley | Executive Vice President | Nov 1996 (30y) | Less than 5% | |
| Byrd, James, Edward Caldwell | Director | Feb 2022 (5y) | Less than 5% | |
| Quarles, Jon, Wesley | Chief Compliance Officer | Aug 2023 (3y) | Less than 5% | |
| Griggs, Joseph, Brice | Vice President | Dec 2023 (3y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (7, $446M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Southvest Fund Vii, Lp | Private Equity Fund | $391M | $500K | 18 |
| Southvest Fund Vi, Lp | Private Equity Fund | $35.0M | $1.0M | 26 |
| Southvest Vii Co Investment Fund A, L.P. | Private Equity Fund | $13.2M | $0 | 2 |
| Southvest Fund V, Lp | Private Equity Fund | $4.9M | $250K | 37 |
| Southvest 2009 Co Investment Fund, Llc | Private Equity Fund | $794K | $0 | 1 |
| Southvest V Co Investment Fund, Lp | Private Equity Fund | $313K | $0 | 2 |
| Southvest V 2005 Co Investment Fund, Llc | Private Equity Fund | $129K | $0 | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 2.26 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗