Generation Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pittsford, NY. Its latest Form ADV filing, dated March 11, 2026, reports $1.2B in regulatory assets under management, 4 employees, and 481 accounts.
Assets Under Management
$1.2B
Employees
4
Offices
--
Total Clients
280
Primary office
PITTSFORD, NY
1163 PITTSFORD-VICTOR ROAD, #100, PITTSFORD, NY, United States
Top client segmentIndividuals represent 73.2% of total clients.
Top client categories% of clientsClients
1
Individuals
73.2%
205
2
HNWI
25.0%
70
3
Government
1.8%
5
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of March 11, 2026
Discretionary17.6%
$203M
18% of total RAUM17.6%
Non-discretionary82.4%
$951M
82% of total RAUM82.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.2B
Total Accounts481
10Y AUM Change+$646M (+127.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee70:1
10Y Employee Change+2 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.