Investment adviser · CRD 128523
GENERATION CAPITAL MANAGEMENT LLC
Investment adviser filing (IA)
PITTSFORD, NY, United States · Form ADV filed Aug 7, 2026
- Regulatory AUM
- $1.15B Form ADV · Item 5.F
- Client accounts
- 481 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Government entities | 5 | $954,366,490 | 82.7% |
| High-net-worth individuals | 70 | $139,866,434 | 12.1% |
| Individuals | 205 | $32,189,909 | 2.8% |
| Charities | Fewer than 5 | $22,367,561 | 1.9% |
| Retirement plans | Fewer than 5 | $5,124,594 | 0.4% |
Filing source
Form ADV 2124487 · Aug 7, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
GENERATION MULTI-MANAGER FUND, LPHedge Fund · Last reported Mar 31, 2020$8.97KGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-8445489697
- Reported beneficial owners
- 2
- Minimum commitment
- $100K
- Form D file number
- 021-106688
Form ADV 1402787 · Mar 31, 2020 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Aug 7, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
1163 PITTSFORD-VICTOR ROAD, #100PITTSFORD, NY, 14534, United States
CRD 128523
Filing source
Form ADV 2124487 · Aug 7, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.