Capital Generation Partners LLP is a large advisory firm based in London. It manages $2.16 billion of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2016.
Capital Generation Partners provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Capital Generation Partners LLP is $2.16 billion. The firm's AUM has gone down by -13% since the beginning of its operation, and $2.05 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Capital Generation Partners LLP for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and charitable organizations. The largest group of clients of Capital Generation Partners is individuals with 11 clients and $2.12 billion of assets under management. Among the 6 most similar advisory firms, Capital Generation Partners has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $2.16 billion for 13 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 85% of the firm’s clients are foreign persons or businesses.
Capital Generation Partners doesn't advise any private funds.
The company employs 33 people that are either part- or full-time employees. 70 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Capital Generation Partners LLP performs its advisory services is located at Berkeley Square House, London, W1 J 6 Bx, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 44-207-543-1500 or by fax 44-207-543-1520. The normal business hours are 9:00 - 6:00 on Monday - Friday. You can find more information about the New York firm at capgenpartners.com/.