Intergeneration Capital Management, Llc
State-registered
Private Fund Manager · Boutique (under $100M)
CRD 159087
· Boston, MA
· WWW.INTERGENERATIONALCAPITAL.COM
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ADV data as of Mar 23, 2026
- Regulatory AUM
- $8.3M
- Discretionary
- $8.3M
- Clients
- 2
- Avg AUM / client
- $4.1M
- Accounts
- 2
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $8.3M | 100.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Pamela Joan Hegarty | Registered representative | CFA | Oct 2011 (15y) | |
| Yin Thiam Kon | Registered representative | CFA | Oct 2011 (15y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.34 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
- • EARLY REDEMPTION FEES
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗