GENERATION CAPITAL MANAGEMENT LLC

Overview

Generation Capital Management LLC is an independent registered investment adviser that focuses on managed portfolios for both individual and institutional clients. The firm combines fee-based portfolio management and financial planning with consulting services for businesses and pension plans, and it also offers educational seminars and workshops. Its advisory model blends discretionary sleeves with a larger non-discretionary advisory footprint, and fee arrangements are a mix of percentage-of-AUM and fixed-fee engagements. Investment activity centers on public pooled vehicles—primarily mutual funds—and a complementary allocation to third-party alternative managers. The firm does not position itself as an active ESG investor and is structured as a single-state adviser despite operating multiple offices. Client relationships range from high-net-worth individuals and families to institutional and business accounts, which informs a multi-sleeve approach that can include separately managed accounts, pooled funds, and allocative relationships with external alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices