| Name | Title | Ownership | Since |
|---|---|---|---|
| Mary Anne Dejohn Control | Chief Compliance Officer | Under 5% | 2023 |
| Scott Nasca Control | President | Over 75% | 2003 |
Generation Capital Management LLC reports $1 billion in regulatory assets under management on its Form ADV.
Generation Capital Management LLC reports 6 employees.
Generation Capital Management LLC is based in Pittsford, NY and has been SEC-registered since 2009.
Generation Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $159.3M |
| Non-discretionary | $870.2M |
| Total (RAUM) | $1.03B |