Generation Partners Management, LLC

RIASEC RegisteredEst. 2016
Total AUM
$402M
Discretionary
$402M
100% of AUM
Avg account
$66.9M
Accounts
6
Employees
4
Advisory reps
4

Firm details

Headquarters
,
CRD number
160589
Registered since
May 23, 2016
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Generation Partners Management, LLC is a privately owned investment manager that focuses on pooled private funds, with an emphasis on venture capital and private equity strategies. The firm is SEC-registered (since 2016) and serves institutional clients. Its longstanding role includes acting as sponsor, general partner and managing member for pooled investment vehicles, and its advisory scope is portfolio management for those vehicles. Compensation is a combination of asset-based fees and performance fees. The firm is not identified as an active ESG investor and does not operate as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Louis Marino

    Louis Marino

    Senior VP, Chief Financial OfficerCRD 6017101

Contacts

3 of 3
  • Andrew Hertzmark

    Andrew Hertzmark

    Managing PartnerCRD 3134640

  • Mark Jennings

    Mark Jennings

    Co-Founder and Managing PartnerCRD 1645885

  • John Hawkins

    John Hawkins

    Managing Partner & Co-FounderCRD 1204287

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth