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| Capital Generation Partners LLP
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| |
|---|---|
| CRD # | 281808 |
| SEC # | 801-107172 |
| CIK # | |
| AUM | $3.1 BB (2024-03-19) |
| Employees | 46 (59% Investors, 0% Brokers) |
| Phone | 442075431500 |
| Address | Berkeley Square House London, United Kingdom |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 3 | 0.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 2.4 |
| (n) Other | 4 | 0.2 |
| Total | 26 | 3.1 |
| By Discretionary | ||
| Discretionary | 17 | 1.0 |
| Non-Discretionary | 9 | 2.0 |
| Total | 26 | 3.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.0 | |
| United States Persons | 0.1 | |
| Total | 26 | 3.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Rubinbrown Advisors LLC
✚
|
MO | 3.1 |
|
Pegasus Partners Ltd
✚
|
WI | 3.1 |
|
W H Reaves & Co Inc
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|
NJ | 3.1 |
|
Journey Strategic Wealth LLC
✚
|
NJ | 3.1 |
|
Smith Salley & Associates LLC
✚
|
NC | 3.1 |
|
Raub Brock Capital Management LP
✚
|
CA | 3.1 |
|
Confluence Wealth Services Inc
✚
|
PA | 3.1 |
|
Bryn Mawr Capital Management LLC
✚
|
PA | 3.0 |
|
Oberweis Asset Management Inc
✚
|
IL | 3.0 |
|
Sentry Advisors LLC
✚
|
CA | 3.0 |