Investment adviser · CRD 132728

GENERATION INVESTMENT MANAGEMENT US LLP

Investment adviser filing (IA)

SAN FRANCISCO, CA, United States · Form ADV filed May 4, 2026

Regulatory AUM: $10.5B
Client accounts: 13
Employees: 27
Advisory professionals: 10

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	4	$8,557,824,810	81.2%
Government entities	Fewer than 5	$1,243,060,938	11.8%
Charities	Fewer than 5	$469,452,908	4.5%
Retirement plans	Fewer than 5	$154,609,730	1.5%
Corporations & businesses	Fewer than 5	$116,039,343	1.1%

Filing source

Form ADV 2103065 · May 4, 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

6 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

GENERATION IM GLOBAL EQUITY FUND LLCHedge Fund · Last reported May 4, 2026$7.63BGross asset value

Form D fundraising filings

GENERATION IM GLOBAL EQUITY FUND LLC

Fund administrator THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Investor statements: Some (provided to some but not all investors) Related to adviser: No

Auditor KPMG LLP CHICAGO, Illinois, United States

Custodian THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Related to adviser: No

Marketer RBC CAPITAL MARKETS, LLC SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

KPMG LLP
PCAOB 185

THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30

RBC CAPITAL MARKETS, LLC
CRD 31194 · SEC 801-13059

Fund details & source

Fund ID: 805-5024986363
Reported beneficial owners: 493
Minimum commitment: $3M
Form D file number: 021-81283

Form ADV 2103065 · May 4, 2026 · 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.

GENERATION IM ASIA FUND LPHedge Fund · Last reported May 4, 2026$286MGross asset value

Form D fundraising filings

Generation IM Asia Fund LP

Fund administrator THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Investor statements: Some (provided to some but not all investors) Related to adviser: No

Auditor KPMG LLP CHICAGO, Illinois, United States

Custodian THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Related to adviser: No

Marketer RBC CAPITAL MARKETS, LLC SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

KPMG LLP
PCAOB 185

THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30

RBC CAPITAL MARKETS, LLC
CRD 31194 · SEC 801-13059

Fund details & source

Fund ID: 805-6509078595
Reported beneficial owners: 71
Minimum commitment: $1M
Form D file number: 021-158997

Form ADV 2103065 · May 4, 2026 · 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.

GENERATION IM GLOBAL EQUITY FUND LPHedge Fund · Last reported May 4, 2026$0Gross asset value

Form D fundraising filings

Generation IM Global Equity Fund LP

Fund administrator THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Investor statements: Some (provided to some but not all investors) Related to adviser: No

Auditor KPMG LLP CHICAGO, Illinois, United States

Custodian THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG LLP
PCAOB 185

THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30

Fund details & source

Fund ID: 805-2654518245
Reported beneficial owners: 0
Minimum commitment: $3M
Form D file number: 021-567800

Form ADV 2103065 · May 4, 2026 · 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.

GENERATION IM GLOBAL EQUITY FUNDHedge Fund · Last reported Mar 30, 2012$2BGross asset value

Fund administrator THE NORTHERN TRUST COMPANY DUBLIN, Ireland Investor statements: Some (provided to some but not all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE, CHARTERED ACCOUNTANTS DUBLIN, Ireland

Custodian THE NORTHERN TRUST COMPANY DUBLIN, Ireland Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

Fund details & source

Fund ID: 805-1570207354
Reported beneficial owners: 115
Minimum commitment: $3M

Form ADV 634213 · Mar 30, 2012 · 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.

GENERATION IM CLIMATE SOLUTIONS FUND LPPrivate Equity Fund · Last reported Mar 30, 2012$616MGross asset value

Feeder funds

GENERATION IM CLIMATE SOLUTIONS FUND (CAYMAN) LP
GENERATION IM CLIMATE SOLUTIONS FUND (U.S.) LP

Fund administrator NORTHERN TRUST INTERNATIONAL FUND ADMINISTRATION DUBLIN, Ireland Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS LLP DUBLIN, Ireland

Custodian NORTHERN TRUST FIDUCIARY SERVICES (IRELAND) LIMITED DUBLIN, Ireland Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

Fund details & source

Fund ID: 805-5301034977
Reported beneficial owners: 83
Minimum commitment: $0
Form D file number: 021-115714
Form D file number: 021-115718

Form ADV 634213 · Mar 30, 2012 · 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.

GENERATION IM ASIA FUNDHedge Fund · Last reported Mar 30, 2012$67MGross asset value

Fund administrator THE NORTHERN TRUST COMPANY DUBLIN, Ireland Investor statements: Some (provided to some but not all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE, CHARTERED ACCOUNTANTS DUBLIN, Ireland

Custodian THE NORTHERN TRUST COMPANY DUBLIN, Ireland Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

Fund details & source

Fund ID: 805-7648813522
Reported beneficial owners: 28
Minimum commitment: $1M

Form ADV 634213 · Mar 30, 2012 · 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: May 4, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Performance-based

Principal office

555 MISSION STREET, SUITE 3400
SAN FRANCISCO, CA, 94105, United States

CRD 132728

Filing source

Form ADV 2103065 · May 4, 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.