Generation Capital Management LLC
● SEC registered since 2009CRD 128523SEC# 801-70216Pittsford, NY
Reg. AUM
$1.15B
Employees
4
Accounts
481
Location
Pittsford, NY
Generation Capital Management LLC assets under management
Generation Capital Management LLC is a registered investment adviser overseen by the SEC based in Pittsford, NY. The firm has been registered since 2009. It reports $1.2 billion in regulatory assets under management and employs 4 people.
Generation Capital Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mary Anne Dejohn Control | Chief Compliance Officer | Under 5% | 2023 |
| Scott Nasca Control | President | Over 75% | 2003 |
Frequently asked questions
How much does Generation Capital Management LLC manage?
Generation Capital Management LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Generation Capital Management LLC have?
Generation Capital Management LLC reports 4 employees.
Where is Generation Capital Management LLC located?
Generation Capital Management LLC is based in Pittsford, NY and has been SEC-registered since 2009.
Does Generation Capital Management LLC disclose fund performance?
Generation Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1163 Pittsford-Victor Road, #100, Pittsford, NY 14534 |
| Phone | 585-232-8560 |
| Fax | 585-433-0882 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 205438 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.15B▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$1.15Bregulatory AUM
Discretionary $202.5MNon-discretionary $951.4M