CAPITAL GENERATION PARTNERS LLP

RIASEC RegisteredEst. 2016

Total AUM

$4.1B

Discretionary

$1.2B

29% of AUM

Avg account

$137M

Accounts

Employees

Advisory reps

Firm details

Headquarters: LONDON,
CRD number: 281808
Registered since: January 27, 2016
Website: www.capgenpartners.com
Custodians: EDMOND DE ROTHSCHILD (EUROPE)
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Corporations / Businesses86.72%
Other7.73%
Pooled Investment Vehicles4.26%
Charitable Organizations1.11%
HNWI0.17%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Capital Generation Partners LLP is an independent registered investment adviser formed as a limited liability partnership and SEC-registered since 2016. Ownership is a mix of foreign-entity and individual interests. The firm positions itself as a capital allocator for both individuals/families and institutional clients, providing portfolio management for individuals and small businesses, managing pooled investment vehicles, and selecting other investment advisers on behalf of clients. Its fee arrangements include ad valorem (percentage of AUM) fees, fixed fees, and performance-based fees. The firm identifies as an active ESG investor in its decision-making.