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 a small, privately owned LLC that operates as a hedge-fund–style adviser focused on institutional clients. The firm provides portfolio management for pooled investment vehicles and for businesses or institutional investors, and it lists pension consulting services among its advisory activities. Its fees include a percentage of assets under management and performance-based components, along with other fee arrangements. Intergeneration does not identify itself as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 1PAMELA 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
Similar firms
MARCUS CAPITAL MANAGEMENT, INC.
RIABOSTON, MA
HENG REN PARTNERS
RIABOSTON, MA
OSHIMA & ASSOCIATES
RIABOSTON, MA
GILBERT INVESTMENT MANAGEMENT
RIABOSTON, MA
CONVERGENT CAPITAL PARTNERS, LLC
RIABOSTON, MA
WI PARTNERS, LLC
RIABOSTON, MA