Intergeneration Capital Management, LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 159087
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Intergeneration Capital Management, LLC is organized as an LLC and operates with a hedge-fund orientation while servicing institutional clients. Ownership is held at the individual level. The firm acts as portfolio manager for pooled vehicles and for businesses or institutions and also offers pension consulting services. Its fee arrangements include a percentage-of-AUM component and performance-based fees, alongside other fee elements. The firm is not identified as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Yin Kon
Chief Investment OfficerCRD 5984670
Contacts
1 of 1
Pamela Hegarty
Senior Portfolio ManagerCRD 2698539
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 265 Franklin St
- Time zone
- ET (UTC-5)
- Office locations
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