The GENERATION INVESTMENT GROUP is a privately held investment adviser that advises $28.99Bn in regulatory assets under management held in 3 SEC fund types across 4 investment strategies. GENERATION INVESTMENT GROUP is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets decreased by 6.15% over the last 5-years.
The Group has been registered with the SEC for 21.79 years and is comprised of 2 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 20 AIR STREET 7TH FLOOR, LONDON, -. The Group has not been subject to regulatory enforcement actions. They are regulated by 16 US and Non-US bodies.
They have 40 employees comprised of 18 investment and 22 non-investment staff. The total number of Employees increased by 66.67% over the last 5-years.
Their $28.99Bn in assets advised are owned by 38 private funds, 5 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $25.89Bn or 89.3% of Total Assets and Investment Companies (IC) own $1.12Bn or 3.86% of Total Assets.
The Group's top investment strategies include Long/Short Equity, Traditional LBO and Growth Equity, representing 72.32%, 26.28% and 1.4% of total assets, respectively.
They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Investment Companies (IC).
The Group uses 7 Fund Administrators, 3 Fund Auditors, 0 Prime Brokers, 6 Custodians and 7 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
GENERATION INVESTMENT GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 2 funds.