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| Generation Investment Management LLP
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| CRD # | 164371 |
| SEC # | 802-77005 |
| CIK # | 0001734375, 0001375534 |
| AUM | |
| Employees | |
| Fees | |
| Minimum | |
| Phone | 4402075344700 |
| Address | 20 Air Street London, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($) |
|---|
| Sector | Form 13F Holdings | Value ($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 $263,000 · Revenue Decline to Disclose | ||||
| PE | Generation IM Sustainable Private Equity Fund II Co-Invest ILP | 2025-03-28 | 158.1 M | |
| PE | Generation IM Sustainable Private Equity Fund II ILP | 2025-03-28 | 704.7 M | |
| PE | JC Verde Co-Invest 2 A SCSP | [2025-03-28] | 22.2 M | |
| Filed 2024-08-01 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Just Climate NCS I A SCSP | [2025-03-28] | 76.4 M | 155.9 M |
| Filed 2025-09-09 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Just Climate NCS I B SCSP | 2025-03-28 | 191.6 M | |
| PE | Generation IM Long-Term Equity Fund EUR II SCP | 2023-03-31 | 120.1 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($) |
|---|---|---|
| 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 | 2011 - 2026 |
|---|---|---|---|---|
| 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 | |
| Albert Gore | Director | 9 | 3 | |
| Jane Wilkinson | Director, Executive Officer | 9 | 3 | |
| Mark Ferguson | Executive Officer | 8 | 3 | |
| Lisa Anderson | Executive Officer | 7 | 3 | |
| Miguel Nogales | Executive Officer | 6 | 3 | |
| Esther Gilmore | Executive Officer | 4 | 3 | |
| Hans Mehn | Executive Officer | 31 | 2 | |
| Michael Morris | Director | 21 | 2 | |
| William McCann | Director | 6 | 2 | |
| Michael Ramsay | Executive Officer | 5 | 2 | |
| Mike Ramsay | Executive Officer | 4 | 2 | |
| Alexander Marshall | Executive Officer | 3 | 2 | |
| Anabela Lourenco | Executive Officer | 3 | 2 | |
| Generation Investment Management Llp | Executive Officer, Promoter | 11 | 1 | |
| Julian Curtis | Executive Officer | 2 | 1 | |
| David Lowish | Executive Officer | 2 | 1 | |
| James Deeny | Director | 2 | 1 | |
| Generation Investment Management I GP LP | Promoter | 2 | 1 | |
| Fiona Nangle | Director | 2 | 1 | |
| Generation Im Sustainable Solutions GP III Limited | Promoter | 2 | 1 | |
| Generation Im Climate Solutions Fund II GP Ltd | Promoter | 2 | 1 | |
| Generation Im Sustainable Solutions GP IV Limited | Executive Officer | 2 | 1 | |
| Generation Im Climate Solutions Slp II LP | Promoter | 2 | 1 | |
| Generation Im Spef GP II Limited | Executive Officer | 2 | 1 | |
| Flavia Lugangira | Director | 2 | 1 | |
| Collin Le Duc | Executive Officer | 1 | 1 | |
| Colins Le Duc | Executive Officer | 1 | 1 | |
| Generation Im Lte GP Sarl | Executive Officer | 1 | 1 | |
| Paraskevi Bertseka | Director | 1 | 1 | |
| Jean-Pierre Baudoux | Director | 1 | 1 | |
| Simon Hauxwell | Director | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001375534] | |
| 3 | [0001375534] | |
| 4 | [0001375534] | |
| SC 13D | [0001375534] | |
| SC 13G | [0001375534] |
| 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. |
| 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 |