GENERATION INVESTMENT MANAGEMENT US LLP

RIASEC RegisteredEst. 2004

Total AUM

$10.5B

Discretionary

$10.5B

100% of AUM

Avg account

$811M

Accounts

Employees

Advisory reps

Firm details

Headquarters: SAN FRANCISCO, California
CRD number: 132728
Registered since: October 22, 2004
Website: www.generationim.com
Custodians: THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Pooled Investment Vehicles81.19%
State / Municipal Government11.79%
Charitable Organizations4.45%
Pension & Profit Sharing Plans1.47%
Corporations / Businesses1.1%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Generation Investment Management US LLP is a U.S. arm of a limited liability partnership organized as a hedge fund manager and registered with the SEC since 2004. The firm serves primarily institutional clients and charges a mix of asset-based and performance-linked fees. It performs portfolio management for individuals and small businesses, pooled vehicles, and institutional clients, and it also selects sub-advisers. Generation acts in sponsor/GP roles for pooled vehicles and operates with CPO/CTA activity. The firm identifies itself as an active ESG investor. Generation’s ownership and structure combine foreign-entity and individual ownership elements. It is not positioned principally as a capital allocator; rather, it manages and sponsors funds and implements discretionary strategies across client mandates and pooled vehicles.