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CAPITAL GENERATION PARTNERS LLP
CRD 281808 · SEC 801-107172
Advisory firmLLP
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
BERKELEY SQUARE HOUSE, BERKELEY SQUARE, LONDON, W1J 6BX, United Kingdom
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.12B
Discretionary AUM
$1.19B
Team
46 total employees; 26 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Partnership
Filing date
2026-05-05
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 3 | $7.1M |
| Pooled investment vehicles | 2 | $175.7M |
| Charitable organizations | 1 | $45.7M |
| Corporations/business entities | 19 | $3.57B |
All web addresses on file
Official SEC filing: View on IAPD