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| Generation Capital Management LLC
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|
|
|---|---|
| CRD # | 128523 |
| SEC # | 801-70216 |
| CIK # | |
| AUM | $916.6 MM (2024-07-12) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 585-232-8560 |
| Address | 1163 Pittsfordvictor Road Pittsford, NY 14534 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| 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 |