SEC-Registered Investment Adviser
Generation Investment Management US LLP
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated May 4, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- October 22, 2004
- Principal office
- 555 Mission Street, Suite 3400, San Francisco, CA 94105
- Organized as
- Limited Liability Partnership, DE
- Fiscal year end
- December
- Website
- medium.com/@generationim
Scale
- Regulatory AUM
- $10.5B
- Accounts
- 13
- Clients
- 21
- Employees
- 27, 10 in advisory roles
- Private funds advised
- 3
- Private fund gross assets
- $7.9B
- Fund types
- 3 hedge funds
- Funds with Form D records
- 2 issuers in AltStreet's ledger, $6.8B reported sold across them
- Client assets in custody
- $7.9B (2 clients)
Business, clients and compensation, as filed
- Advisory activities
- portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients and selection of other advisers
- Compensated by
- a percentage of assets under management, performance-based fees and other
- Client types
- pooled investment vehicles (4); pension and profit sharing plans; charitable organizations; state or municipal government entities; corporations or other businesses
- Also engaged as
- commodity pool operator or commodity trading advisor
- Related persons include
- another investment adviser, a commodity pool operator or commodity trading advisor and a sponsor, general partner or managing member of pooled investment vehicles
- Affiliates
- 3 investment advisers
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (May 4, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.