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GENERATION INVESTMENT MANAGEMENT US LLP

CRD 132728 · SEC 801-63595

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555 MISSION STREET, SUITE 3400, SAN FRANCISCO, CA, 94105, United States

Phone

415 619 3242

Fax

415 619 3243

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$10.54B

Discretionary AUM

$10.54B

Team

27 total employees; 10 advisory reps; 21 broker-dealer reps

Clients

Fees

Percentage of AUM; Performance-based fees; NEGOTIATED FEE ARRANGEMENTS, INCLUDING SET FEES

Org form

Limited Liability Partnership

Filing date

2026-05-04

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Pooled investment vehicles4$8.56B

States served

CA, TX

All web addresses on file

Official SEC filing: View on IAPD