Firm profile

Capital Generation Partners LLP

LONDON, United KingdomCRD 281808Registration Status: ApprovedEffective since January 27, 2016SEC # 801-107172Latest ADV May 5, 2026

Capital Generation Partners Llp is an SEC registered investment adviser organized as a limited liability partnership with a primary office location in London, United Kingdom. Its latest Form ADV filing, dated May 5, 2026, reports $4.1B in regulatory assets under management, 46 employees, 1 office, and 30 accounts.

Assets Under Management
$4.1B
Employees
46
Offices
1 office
Total Clients
30

Associated firm names

1 name listed
  • CAPITAL GENERATION PARTNERS LLP

Leadership

3 roles identified
CEOIan C. Barnard
CCORichard J. Adams
CIOChady Jouni

Advisory services offered

3 types reported
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Selection of other advisers

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees

Offices & Contact

Primary office

LONDON, United Kingdom

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

United Kingdom

LONDONPrimary office

1 office records listed · 1 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$4.1Bas of May 5, 2026
Discretionary29.0%
$1.2B
29% of total RAUM29.0%
Non-discretionary71.0%
$2.9B
71% of total RAUM71.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Client Coverage Demographics

Top client segmentCorporations represent 63.3% of total clients.
Top client categories% of clientsClients
1
Corporations
63.3%
19
2
Irrevocable Trusts/Estates
16.7%
5
3
HNWI
10.0%
3
4
Pooled Investment Vehicles
6.7%
2
5
Charitable
3.3%
1

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$4.1B
Total Accounts30
10Y AUM Change+$2.0B (+91.0%)

Private Funds

Private funds reported by Capital Generation Partners LLP

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees46
Clients per Employee1:1
10Y Employee Change+23 (+100.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
CAPITAL GENERATION HOLDINGS LLPDirect owner · Schedule AInterest in CAPITAL GENERATION PARTNERS LLP
75%+
IAN CLIVE BARNARDDirect owner · Schedule AInterest in CAPITAL GENERATION PARTNERS LLP
25% to < 50%
Charlotte Louise ThorneDirect owner · Schedule AInterest in CAPITAL GENERATION PARTNERS LLP
10% to < 25%
Khaled Rida SaidDirect owner · Schedule AInterest in CAPITAL GENERATION PARTNERS LLP
< 5%
Richard John AdamsDirect owner · Schedule AInterest in CAPITAL GENERATION PARTNERS LLP
< 5%
Ross Owain DaviesDirect owner · Schedule AInterest in CAPITAL GENERATION PARTNERS LLP
< 5%
Clare Elizabeth FlanaganDirect owner · Schedule AInterest in CAPITAL GENERATION PARTNERS LLP
< 5%
Sharon Ann ChambersDirect owner · Schedule AInterest in CAPITAL GENERATION PARTNERS LLP
< 5%
Chady JouniDirect owner · Schedule AInterest in CAPITAL GENERATION PARTNERS LLP
< 5%
Khaled Rida SaidIndirect owner · Schedule BInterest in GENCAP LIMITED
75%+
GENCAP LIMITEDIndirect owner · Schedule BInterest in CAPITAL GENERATION HOLDINGS LLP
25% to < 50%
IAN CLIVE BARNARDIndirect owner · Schedule BInterest in CAPITAL GENERATION HOLDINGS LLP
25% to < 50%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Capital Generation Partners LLP.

Reported ownership and control details

Form ADV · Filing date 2026-05-05 · Schedules A and B

12 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1Khaled Rida SaidMANAGING PARTNER, MEMBERIndividualCAPITAL GENERATION PARTNERS LLPLess than 5%Code NAYesMANAGING PARTNER, MEMBER10/2007Schedule APDF page 18
2Charlotte Louise ThorneMEMBERIndividualCAPITAL GENERATION PARTNERS LLP10% to less than 25%Code BYesMEMBER10/2007Schedule APDF page 18
3IAN CLIVE BARNARDCHIEF EXECUTIVE OFFICER, MEMBERIndividualCAPITAL GENERATION PARTNERS LLP25% to less than 50%Code CYesCHIEF EXECUTIVE OFFICER, MEMBER11/2007Schedule APDF page 18
4CAPITAL GENERATION HOLDINGS LLPMEMBERForeign entityCAPITAL GENERATION PARTNERS LLP75% or moreCode EYesMEMBER02/2017Schedule APDF page 18
5Richard John AdamsCHIEF OPERATIONS OFFICER, CHIEF COMPLIANCE OFFICER, MEMBERIndividualCAPITAL GENERATION PARTNERS LLPLess than 5%Code NAYesCHIEF OPERATIONS OFFICER, CHIEF COMPLIANCE OFFICER, MEMBER04/2020Schedule APDF page 18
6Ross Owain DaviesMEMBERIndividualCAPITAL GENERATION PARTNERS LLPLess than 5%Code NAYesMEMBER06/2019Schedule APDF page 18
7Clare Elizabeth FlanaganMEMBERIndividualCAPITAL GENERATION PARTNERS LLPLess than 5%Code NAYesMEMBER04/2020Schedule APDF page 18
8Sharon Ann ChambersMEMBERIndividualCAPITAL GENERATION PARTNERS LLPLess than 5%Code NAYesMEMBER04/2020Schedule APDF page 18
9Chady JouniMEMBER, CHIEF INVESTMENT OFFICERIndividualCAPITAL GENERATION PARTNERS LLPLess than 5%Code NAYesMEMBER, CHIEF INVESTMENT OFFICER05/2026Schedule APDF page 18
10Khaled Rida SaidSHAREHOLDERIndividualGENCAP LIMITED75% or moreCode EYesSHAREHOLDER12/2015Schedule BPDF page 19
11GENCAP LIMITEDMEMBERForeign entityCAPITAL GENERATION HOLDINGS LLP25% to less than 50%Code CYesMEMBER12/2016Schedule BPDF page 19
12IAN CLIVE BARNARDMEMBERIndividualCAPITAL GENERATION HOLDINGS LLP25% to less than 50%Code CYesMEMBER12/2016Schedule BPDF page 19

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 5/5/2026 12:21:27 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* 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.