Generation Investment Management Us Llp

CRD#132728
Investment Advisor Firm

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Overview

Generation Investment Management Us Llp operates as a financial advisor company headquartered in San Francisco, California. The company controls $20.4 billion in assets under management over 21 accounts, placing it among the largest investment advisory firms in the United States by assets under management (AUM). The firm has a small group, including 8 financial advisors. Generation Investment Management Us Llp is not a registered broker-dealer, signifying that it cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable financial investments such as options, bonds and equities.

Generation Investment Management Us Llp manages all of its client assets on a discretionary basis. Discretionary management means that buy and sell choices for the client's account are made by a portfolio manager without needing to seek the client's authorization. The firm's average account size is $972.6 million. An average financial advisor at Generation Investment Management Us Llp administers about three client accounts, making it one of the most individualized advisor firms in the country.

The firm's central office is at 555 Mission Street, San Francisco, California 94105. The company is legally permitted to serve clients across a number of states, including California and Texas.

Assets Under Management

$20.4 billion

Number of Advisors

8

Disclosures

No

Office Location

555 Mission Street
San Francisco, CA 94105

Generation Investment Management Us Llp by the Numbers

Total Assets Under Management

$20.4 billion

National Average: $9.0 billion
Total Number of Employees

22

National Average: 71,771
Total Number of Accounts

21

National Average: 4,329
Average Account Size

$972.6 million

National Average: $2.1 million

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Products and Services

Generation Investment Management Us Llp offers multiple services, which can consist of portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. The company does not sell products or offer services other than investment advice to its investment advisory customers. Generation Investment Management Us Llp also has a number of financial industry affiliations, including with a commodity pool advisor.

Core Advisor Services

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    Financial Planning Services

    This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

  • Offered by 47% of firms

    Portfolio Management

    This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

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    Market Timing Services

    This is the practice of attempting to make short-term profits on investments by buying low and selling high.

Other Services

  • Offered by 21% of firms

    Selection of Other Advisors

    This is the firm's assistance with choosing other advisors to work with who may have different specialties.

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    Publication of Periodicals

    This is the publication of various financial education materials.

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    Educational Seminars/Workshops

    This is the hosting of seminars or workshops to educate investors on financial concepts.

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Fee Structure

Fees for financial advisory services largely vary depending on which services the firm provides the client. Fees charged by the company can be comprised of any combination of the following fee types: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available

  • Offered by 70% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 26% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Offered by 10% of firms

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

Unavailable

  • Find one of the 21% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 1% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 33% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

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Types of Clients

The firm caters to pooled investment vehicles and state or municipal government entities. Out of its 21 customers, Generation Investment Management Us Llp's largest client type is pooled investment vehicles. Around 19% of the company's customers are non-U.S. persons.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 0%
  • Corporations - 100%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Generation Investment Management Us Llp does not have any disclosures.

Please visit its Form ADV for more details.

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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

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