Generation Investment Management LLP

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Generation Investment Management LLP ✚
CRD #	164371
SEC #	802-77005
CIK #	0001375534, 0001734375
AUM
Employees
Fees
Minimum
Phone	4402075344700
Address	20 Air Street London, United Kingdom
Source	[IAPD] [EDGAR] [Website] [LinkedIn]

Total AUM ($) Copy

Sector	Form 13F Holdings	Value ($B)
	Microsoft Corp	1.7
	Danaher Corp /DE/	1.4
	Amazon Com Inc	1.1
	MercadoLibre Inc	0.8
	Alphabet Inc	0.6
	West Pharmaceutical Services Inc	0.6
	Workday Inc	0.5
	Steris PLC	0.5
	Trimble Navigation Ltd /CA/	0.5
	Visa Inc	0.5
View All

Holdings by Sector ($B)

Type	Form D Funds	Date	Sold	AUM
PE	Generation IM Sustainable Private Equity Fund II A Co-Invest ILP	[2025-03-28]	12.2 M	66.2 M
	Filed 2025-05-07 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	Generation IM Sustainable Private Equity Fund II A ILP	[2025-03-28]	178.4 M	281.4 M
	Filed 2026-02-09 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Commission $870,625 · Revenue Decline to Disclose
PE	Generation IM Sustainable Private Equity Fund II B Co-Invest ILP	[2025-03-28]	4.8 M	57.4 M
	Filed 2025-05-07 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	Generation IM Sustainable Private Equity Fund II B ILP	[2025-03-28]	18.2 M	284.0 M
	Filed 2025-05-07 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Commission $263,000 · Revenue Decline to Disclose
PE	Generation IM Sustainable Private Equity Fund II Co-Invest ILP	2025-03-28		158.1 M
PE	Generation IM Sustainable Private Equity Fund II ILP	2025-03-28		704.7 M
PE	JC Verde Co-Invest 2 A SCSP	[2025-03-28]		22.2 M
	Filed 2024-08-01 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
PE	Just Climate NCS I A SCSP	[2025-03-28]	76.4 M	155.9 M
	Filed 2025-09-09 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
PE	Just Climate NCS I B SCSP	2025-03-28		191.6 M
PE	Generation IM Long-Term Equity Fund EUR II SCP	2023-03-31		120.1 M
PE	Generation IM Long-Term Equity Fund EUR SCSP	2022-03-31		565.5 M
PE	Generation IM Long-Term Equity Fund USD SCSP	[2022-03-31]	81.0 M	247.3 M
	Filed 2021-08-06 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Commission $101,025 · Revenue Decline to Disclose
PE	Generation IM Sustainable Solutions Fund IV A ILP	[2022-03-31]	267.1 M	606.6 M
	Filed 2022-01-07 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	Generation IM Sustainable Solutions Fund IV B ILP	[2022-03-31]	82.5 M	1,206.4 M
	Filed 2022-01-07 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	Generation IM Sustainable Solutions Fund IV ILP	2022-03-31		1,884.0 M
PE	Just Climate CAF I A SCSP	[2022-03-31]	608.3 M	644.5 M
	Filed 2022-11-08 (D/A) · Exemption 506(c), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
PE	Just Climate CAF I B SCSP	[2022-03-31]	608.3 M	797.8 M
	Filed 2022-11-08 (D/A) · Exemption 506(c), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
PE	Generation IM Climate Solutions Fund II LP	2019-03-29		135.8 M
Other	Generation IM Credit Master Fund FCP-Sif	2019-03-29		6.5 M
PE	Generation IM Sustainable Solutions Fund III A LP	[2019-03-29]	70.0 M	302.3 M
	Filed 2018-12-18 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	Generation IM Sustainable Solutions Fund III B LP	[2019-03-29]	50.0 M	670.3 M
	Filed 2018-12-18 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	Generation IM Sustainable Solutions Fund III LP	2019-03-29		970.8 M
PE	Generation IM Climate Solutions Fund II Cayman LP	[2015-03-31]	247.3 M	100.8 M
	Offered $750,000,000 · Filed 2014-04-11 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $3,000,000 · Remaining $502,692,500 · Duration One year or less · Revenue Decline to Disclose
PE	Generation IM Climate Solutions Fund II US LP	[2015-03-31]	52.8 M	18.8 M
	Offered $750,000,000 · Filed 2014-04-11 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $3,000,000 · Remaining $697,200,000 · Duration One year or less · Revenue Decline to Disclose
Other	Generation IM Credit Feeder Fund III LP	2015-03-31		40.0 M
PE	Generation IM Climate Solutions Fund Cayman LP	[2014-03-31]		41.5 M
Other	Generation IM Credit Feeder Fund II LP	[2014-03-31]	2.0 M	3.3 M
	Filed 2015-03-10 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	Generation IM Credit Feeder Fund I LP	[2014-03-31]	21.0 M	8.6 M
	Filed 2015-03-10 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	Generation IM Credit Feeder Fund IV LP	2014-03-31		12.7 M
Other	Generation IM Fund PLC - Generation IM Asia Fund	[2014-03-31]	99.9 M	656.9 M
	Filed 2026-03-10 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE	Generation IM Climate Solutions Fund US LP	[2013-04-01]		10.5 M
Other	Generation IM Fund PLC - Generation IM Global Equity Fund	[2013-04-01]	1,886.0 M	10.02 B
	Filed 2026-03-10 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $3,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE	Generation IM Climate Solutions Fund LP	[2012-07-31]		54.7 M

AUM Breakdown	Accounts	AUM ($)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	0	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	0	0.0
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	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	0	0.0
(n) Other	0	0.0
Total	0	0.0
By Discretionary
Discretionary	0	0.0
Non-Discretionary	0	0.0
Total	0	0.0
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		0.0
Total	0	0.0

Form D Directors	Role	# Filings	# Firms
Simon Barnes	Director	78	14
Ian Charoub	Executive Officer	18	8
Eimear Cowhey	Director	21	7
Monica Morsch	Director	20	7
Alex Marshall	Executive Officer	37	4
Peter Harris	Director, Executive Officer	29	3
Colin Le Duc	Executive Officer	24	3
David Blood	Director, Executive Officer	16	3
Peter Knight	Director, Executive Officer	11	3
Jane Wilkinson	Director, Executive Officer	9	3
View All

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001375534]
3	[0001375534]
4	[0001375534]
SC 13D	[0001375534]
SC 13G	[0001375534]

Form 13D/13G Filer	Form 13D/13G Subject	Filed
Generation Investment Management LLP	TIGO Energy Inc	[2023-06-02]
Generation Investment Management LLP	Remitly Global Inc	[2022-02-14]
Generation Investment Management LLP	Clarivate PLC	[2022-01-24]
Generation Investment Management LLP	Sophia Genetics Sa	[2022-01-06]
Generation Investment Management LLP	Dentsply Sirona Inc	[2021-12-30]
Generation Investment Management LLP	Clarivate PLC	[2021-12-07]
Generation Investment Management LLP	Toast Inc	[2021-10-04]
Generation Investment Management LLP	Equifax Inc	[2021-02-26]
Generation Investment Management LLP	Asana Inc	[2021-02-16]
Generation Investment Management LLP	Acuity Brands Inc	[2020-06-12]
View All

Firm Profile (Form ADV)
Fund Types	Hedge Fund, Private Equity
LEI	549300V6XJXIT0VLHA91

Related People Network
34 people file Form D offerings alongside this firm's people.

Form 3/4/5 Subject	2011 - 2026
TIGO Energy Inc
Generation IM Climate Solutions GP Ltd
Generation Investment Management LLP
Generation IM Climate Solutions Fund LP
Asana Inc
Generation IM Climate Solutions Fund II LP
Generation IM Climate Solutions II GP Ltd

Insider Transaction (Form 3/4/5)	Date	Action	Shares	Price	Value ($)
Asana Inc ASAN Common Stock	2020-09-30	Sell	500,000	$28.38	14,190,000
Asana Inc ASAN Common Stock	2020-09-30	Sell	125,000	$29.00	3,625,000
Asana Inc ASAN Common Stock	2020-09-30	Sell	2,375,000	$27.08	64,315,000
Asana Inc ASAN Class A Common Stock	2020-09-22	Conversion	9,751,944	$0.00
Asana Inc ASAN Class B Common Stock · derivative	2020-09-22	Conversion	9,751,944	$0.00
Asana Inc ASAN Class B Common Stock · derivative	2020-09-21	Conversion	3,053,845	$0.00
Asana Inc ASAN Class E Preferred Stock · derivative	2020-09-21	Conversion	3,053,845	$0.00
Asana Inc ASAN Class D Preferred Stock · derivative	2020-09-21	Conversion	6,698,099	$0.00
Asana Inc ASAN Class B Common Stock · derivative	2020-09-21	Conversion	6,698,099	$0.00

Generation Investment Management LLP

Assets, Funds, Holdings