GENERATION CAPITAL MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$1,153,914,988
Discretionary
$202,514,049
Non-discretionary
$951,400,939
Firm details
- CRD number
- 128523
- SEC file number
- 801-70216
- Main office
- PITTSFORD, NY, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.