Generation Investment Management Us Llp
- Regulatory AUM
- $10.5B
- Discretionary
- $10.5B
- Clients
- 4
- Avg AUM / client
- $2.6B
- Accounts
- 13
- Employees
- 27
AUM over time
Annual snapshots from Form ADV filings · as of May 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $8.6B | 81.2% |
| Pension and profit sharing plans | Fewer than 5 clients | $155M | 1.47% |
| Charitable organizations | Fewer than 5 clients | $469M | 4.45% |
| State or municipal government entities | Fewer than 5 clients | $1.2B | 11.8% |
| Corporations and other businesses | Fewer than 5 clients | $116M | 1.1% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $8.9B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Generation Im Global Equity Fund Llc | Hedge Fund | Delaware | $8.4B | 530 |
| Generation Im Asia Fund Lp | Hedge Fund | Delaware | $515M | 115 |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Sealy & Smith Foundation EIN 741109652 | Galveston, TX | 12/31/2024 |
| Oregon Community Foundation EIN 237315673 | Portland, OR | 12/31/2024 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Jpmorgan Chase Retirement Plan Jpmorgan Chase Bank, National Association | 2024 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gore, Albert, Arnold | Chairman | Aug 2004 (22y) | Less than 5% | |
| Bennett, Ghessycka, Alexandria Lucien | Chief Compliance Officer, Chief Operating Officer | Nov 2016 (10y) | Less than 5% | |
| Le Duc, Colin, Mark | Partner, Head Of Us Business | Oct 2017 (9y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Generation Investment Management Llp | Partner | Aug 2004 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $8.9B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Generation Im Global Equity Fund Llc | Hedge Fund | $8.4B | $3.0M | 530 |
| Generation Im Asia Fund Lp | Hedge Fund | $515M | $1.0M | 115 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Jpmorgan Chase Retirement Plan | Jpmorgan Chase Bank, National Association | 78,270 | $16.1B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Foundations & charities (2)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Sealy & Smith Foundation | Public charity | $2.3B | 12/31/2024 |
| Oregon Community Foundation | Public charity | $3.3B | 12/31/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/04/2026 | 1.87 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • NEGOTIATED FEE ARRANGEMENTS, INCLUDING SET FEES
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- BNY Mellon $1.0B (10% of AUM) May 2026
- State Street $474M (5% of AUM) May 2026
- J.P. Morgan $271M (3% of AUM) May 2026
- Northern Trust $233M (2% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 04, 2026.
View current Form ADV (SEC/IAPD) ↗