Generation Investment Management Us LLP (San Francisco)

Name: Generation Investment Management Us LLP
Address: 555 Mission Street, San Francisco, CA, 94105
Telephone: 415 619 3242

Generation Investment Management Us LLP is a large advisory firm based in San Francisco. It manages $9.79 billion of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California and Texas.

Generation Investment Management Us provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Generation Investment Management Us: assets under management

The assets under management (AUM) of Generation Investment Management Us LLP is $9.79 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 32548% since the beginning of its operation, and $1.43 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $9.79 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $515.49 million each.

Generation Investment Management Us has custody of $4.37 billion in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 98% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 2% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Generation Investment Management Us LLP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Albert Arnold Gore serves?

The firm provides services to pooled investment vehicles and state or municipal government entities. The largest group of clients of Albert Arnold Gore is pooled investment vehicles with 8 clients and $6.18 billion of assets under management. Among the 8 most similar advisory firms, Generation Investment Management Us has the 4th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $9.16 billion for 13 clients. 16% of the firm’s clients are foreign persons or businesses.

Generation Investment Management Us also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $3,000,000.

Careers at Generation Investment Management Us LLP

The company employs 12 people that are either part- or full-time employees. 25 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Albert Arnold Gore has been acting as President since 1 Aug 2004. Tamara Jean Arnold joined the executive team most recently as the Co President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Albert Arnold Gore	Chairman	1 Aug 2004	Other	4865242
Generation Investment Management Llp	Partner	1 Aug 2004	75% - 100%	98-0430817
Peter Sage Knight	Ceo & chief compliance officer	1 Aug 2004	Other	4865232
Ghessycka Alexandria Lucien Bennett	Chief compliance officer	1 Nov 2016	Other	6725082
Lisa (Nmn) Anderson	Chief operating officer	1 Nov 2016	Other	6730295
Tamara Jean Arnold	Co-president	1 Oct 2017	Other	2408891
Colin Mark Le Duc	Co-president	1 Oct 2017	Other	6068664

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
David Wayland Blood	Partner	1 Apr 2004	Other	1283291

Based in San Francisco

The principal office where Generation Investment Management Us LLP performs its advisory services is located at 555 Mission Street, San Francisco, CA 94105, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415 619 3242 or by fax 415 619 3243. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at generationim.com.