Generation Pmca Corp.

Overview

Generation Pmca Corp. is a small, SEC-registered advisory firm that runs discretionary equity-focused portfolios for both individual and institutional clients. The firm emphasizes direct exposure to exchange-traded equities and ETFs, allocating the largest share of its managed assets to liquid public equities while also using separately managed account structures. It provides portfolio management for individuals and small businesses, pooled investment vehicles, and institutional mandates, and it operates with a fee model that blends asset-based fees with performance-based fee arrangements—an approach that supports access to opportunistic managers and incentive-aligned strategies. The firm is not positioned as an ESG investor and is not a multi-state adviser. It maintains an industry affiliation as a broker-dealer and lists an ownership structure that includes a foreign entity alongside an individual owner, which aligns with its use of a Canadian custodian.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices