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GENERATION CAPITAL MANAGEMENT LLC

Advisory

N·PITTSFORD, NY

Data as of Mar 11, 2026 · Source: SEC Form ADV

Total AUM

$1.2B

1-Year AUM Growth

+9.1%

3-Year CAGR

+6.1%

Employees

1

Assets Under Management

Total AUM$1.2B

Discretionary AUM$203M

Non-Discretionary AUM$951M

Discretionary %17.6%

Total Clients237

Team

Total Employees1

Investment Advisers4

Employee Growth (1Y)+100.0%

Filing History

Total Filings on Record28

First FilingNov 7, 2003

Latest FilingMar 11, 2026

🔒 Full AUM trend chart and 28 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on GENERATION CAPITAL MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.