Generation Capital Management LLC

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Assets, Funds, Holdings

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Generation Capital Management LLC
CRD #128523
SEC #801-70216
CIK #
AUM $916.6 MM (2024-07-12)
Employees 6 (33% Investors, 0% Brokers)
Phone585-232-8560
Address1163 Pittsfordvictor Road
Pittsford, NY 14534
Source [IAPD] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($MM)
100080060040020002002200920172025
Type Form D Funds Date Sold ($MM) AUM ($MM)
HF Generation Multi-Manager Fund LP [2012-03-28] 0.0
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 142 20.8
(b) Individuals (high net worth individuals) 46 88.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 3.9
(h) Charitable organizations 0 12.7
(i) State or municipal government entities 5 791.3
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 323 916.6
By Discretionary
Discretionary 318 128.6
Non-Discretionary 5 788.0
Total 323 916.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 916.6
Total 323 916.6
Comparable Firms State AUM ($BB)
The Leuthold Group LLC
MN 1.1
Ballew Advisors Inc
MS 1.0
Conway Investment Research LLC
MO 1.0
Toews Corporation
NJ 1.0
Institute for Wealth Management LLC
CO 0.9
Buckingham Capital Management Inc
OH 0.9
Vectors Research Management LLC
NY 0.8
Almanack Investment Partners LLC
PA 0.8
Ashford Capital Management Inc
DE 0.8
Elgethun Capital Management
SD 0.8
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