FAMILY GENERATION MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MIAMI, Florida
CRD number
328172

Firm profile

FINTRX

Overview

Family Generation Management, LLC operates primarily as a sponsor and general partner for pooled investment vehicles, with its chief activity centered on managing a venture capital fund. The firm’s structure and reported activity point to an operator that raises and oversees private investment vehicles rather than a traditional external-advice RIA serving broad client panels. Reporting indicates the firm is not an active ESG investor and does not present as a multi-state advisory practice or pension consultant. As sponsor and managing member of pooled vehicles, the firm appears to focus on direct oversight of fund operations, deal selection and portfolio management duties typical of a GP. The single fund on record and its modest scale suggest a concentrated, hands-on approach to early-stage or niche venture opportunities rather than a diversified, multi-strategy asset manager.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • ESTEFAN RAMIREZ

    MemberCRD 5806225

  • Ryan Breslow

    FounderCRD 7808713

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
66 W Flagler St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth