SAN FRANCISCO, CACRD 132728Latest ADV March 31, 2026
Generation Investment Management US Llp is an SEC registered investment adviser organized as a limited liability partnership with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 31, 2026, reports $10.5B in regulatory assets under management, 27 employees, and 13 accounts.
Assets Under Management
$10.5B
Employees
27
Offices
--
Total Clients
<5
Primary office
SAN FRANCISCO, CA
555 MISSION STREET, SUITE 3400, SAN FRANCISCO, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
4
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$10.5Bas of March 31, 2026
Discretionary100.0%
$10.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$10.5B
Total Accounts13
10Y AUM Change+$3.8B (+56.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees27
Clients per Employee0:1
10Y Employee Change+13 (+92.9%)
* 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.