The CAPITAL GENERATION PARTNERS is a privately held investment adviser that advises $3.8Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. CAPITAL GENERATION PARTNERS is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 73.49% over the last 5-years.
The Group has been registered with the SEC for 10.52 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at BERKELEY SQUARE HOUSE BERKELEY SQUARE, LONDON, -. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 46 employees comprised of 26 investment and 20 non-investment staff. The total number of Employees increased by 15% over the last 5-years.
Their $3.8Bn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 20 other accounts. Assets of Corporations or Other Businesses clients own $3.57Bn or 93.99% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $175.71mn or 4.62% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are Corporations or Other Businesses and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
CAPITAL GENERATION PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.