Capital Generation Partners Llp
- Regulatory AUM
- $4.1B
- Discretionary
- $1.2B
- Clients
- 30
- Avg AUM / client
- $137M
- Accounts
- 30
- Employees
- 46
AUM over time
Annual snapshots from Form ADV filings · as of May 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 3 | $7.1M | 0.17% |
| Pooled investment vehicles (non-investment companies) | 2 | $176M | 4.26% |
| Charitable organizations | 1 | $45.7M | 1.11% |
| Corporations and other businesses | 19 | $3.6B | 86.7% |
| Other | 5 | $319M | 7.73% |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Said, Khaled, Rida | Managing Partner, Member | Oct 2007 (19y) | 75% or more of Capital Generation Capital Limited (indirect) | |
| Thorne, Charlotte, Louise | Member | Oct 2007 (19y) | 10% – 25% | |
| Barnard, Ian, Clive | Chief Executive Officer, Member | Nov 2007 (19y) | 25% – 50% | |
| Sears, Robert, Peter Newton | Member | Jun 2017 (9y) | Less than 5% | |
| Davies, Ross, Owain | Member | Jun 2019 (7y) | Less than 5% | |
| Adams, Richard, John | Chief Operations Officer, Chief Compliance Officer, Member | Apr 2020 (6y) | Less than 5% | |
| Chambers, Sharon, Ann | Member | Apr 2020 (6y) | Less than 5% | |
| Flanagan, Clare, Elizabeth | Member | Apr 2020 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Capital Generation Holdings Llp | Member | Feb 2017 | A | 75% or more |
| Gencap Limited | Member | Dec 2016 | B | ≈ 18.75% – 50% via Capital Generation Holdings Llp |
Estimated effective ownership (look-through of filed bands):
- Gencap Limited: 25% – 50% of Capital Generation Holdings Llp × 75% – 100% direct ≈ 18.75% – 50% of the firm
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) | 05/05/2026 | 923 KB | 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
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Reported custodians
- Edmond De Rothschild (Europe) S.A. $823M (20% of AUM) May 2026
- Northern Trust $281M (12% of AUM) Apr 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 05, 2026.
View current Form ADV (SEC/IAPD) ↗