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GENERATION CAPITAL MANAGEMENT LLC
CRD 128523 · SEC 801-70216
1163 PITTSFORD-VICTOR ROAD, #100, PITTSFORD, NY, 14534, United States
Phone
585-232-8560
Fax
585-433-0882
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.15B
Discretionary AUM
$202.5M
Team
4 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 205 | $32.2M |
| High net worth individuals | 70 | $139.9M |
| State/municipal entities | 5 | $954.4M |
States served
NY, OH, NH, FL
All web addresses on file
- https://www.youtube.com/@generationcapitalmanagemen1951
- HTTP://WWW.GENCAPMGMT.COM
- https://www.facebook.com/GenerationCapMgmt/
- https://www.instagram.com/generationcapitalmgmt/
- https://www.linkedin.com/company/generation-capital-management-inc./
- https://www.youtube.com/@generationcapitalmanagement
- https://www.facebook.com/gencapmgmt/
- https://www.instagram.com/gencapmgmt/
Official SEC filing: View on IAPD