Generation Investment Management Us Llp

CRD#132728
Investment Advisor Firm

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Learn more about Generation Investment Management Us Llp

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Generation Investment Management Us Llp operates as an advisory firm headquartered in San Francisco, California. The company oversees $12.1 billion in assets across 18 client accounts, making it one of the largest financial advisory firms in the nation by assets under management (AUM). The company has a small group, including 8 financial advisors. Generation Investment Management Us Llp is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer firm to do so. Securities are defined as tradable financial assets like stocks, bonds and options.

    Generation Investment Management Us Llp manages all of the firm's client assets on a discretionary basis. Discretionary management means that buy and sell decisions are made by an investment advisor without needing client approval. The advisory firm manages an average of $674.3 million for every client account. An average advisor at Generation Investment Management Us Llp manages around two client accounts, making it one of the most personalized firms in the country.

    Generation Investment Management Us Llp's main office is located at 555 Mission Street, San Francisco, California 94105. The firm is legally allowed to serve clients throughout a few states, including California and Texas.

    Assets Under Management

    $12.1 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

    $12.1 billion

    National Average: $8.6 billion
    Total Number of Employees

    19

    National Average: 64
    Total Number of Accounts

    18

    National Average: 375,227
    Average Account Size

    $674.3 million

    National Average: $23.0 thousand
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    Products and Services

    Generation Investment Management Us Llp offers multiple services, which can include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. The firm does not sell products or offer services aside from investment advisory services to its investment advisory accounts. The firm 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 46% 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 20% 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

    Financial advisory fees typically vary depending on the financial services offered. However, fees charged by the firm can include the following fee structures: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.

    Available

    • Offered by 69% 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 32% 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

    Generation Investment Management Us Llp works with pooled investment vehicles, charitable organizations and state or municipal government entities. Out of its 18 clients, Generation Investment Management Us Llp's biggest client group is state or municipal government entities. Around 18% of the company's accounts are non-U.S. persons.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 66.67%
    • Charitable Organizations - 33.33%

    * 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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