|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Capital Generation Partners LLP
✚
|
|
|---|---|
| CRD # | 281808 |
| SEC # | 801-107172 |
| CIK # | |
| AUM | $3.0 B (2025-03-25) |
| Employees | 47 (57% Investors, 0% Brokers) |
| Phone | 442075431500 |
| Address | Berkeley Square House London, United Kingdom |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 3 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 2.5 |
| (n) Other | 4 | 0.2 |
| Total | 27 | 3.0 |
| By Discretionary | ||
| Discretionary | 17 | 0.9 |
| Non-Discretionary | 10 | 2.1 |
| Total | 27 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.9 | |
| United States Persons | 0.1 | |
| Total | 27 | 3.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Summitry LLC
✚
|
CA | 3.0 |
|
New England Private Wealth Advisors LLC
✚
|
MA | 3.0 |
|
Sovereign Investment Advisors LLC
✚
|
AZ | 3.0 |
|
Colony Family Offices LLC
✚
|
NC | 3.0 |
|
Sol Capital Management Co
✚
|
MD | 3.0 |
|
Frost Investment Services LLC
✚
|
TX | 3.0 |
|
Marcum Wealth LLC
✚
|
OH | 3.0 |
|
Leavell Investment Management Inc
✚
|
AL | 3.0 |
|
SRH Advisors LLC
✚
|
KS | 3.0 |
|
Shapiro Capital Management LLC
✚
|
GA | 2.9 |