GENERATION PARTNERS MANAGEMENT, LLC

Adviser information for GENERATION PARTNERS MANAGEMENT, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Delaware, United States

Employees

Total Number of Employees	4
Investment Advisory/Research	4
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	0
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	8	$405.0M
Non-Discretionary	0	$0
Total	8	$405.0M

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	0	$0
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	8	$405.0M
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0

Services

Advisory Services	Portfolio management for pooled investment vehicles
Compensation	% of AUMPerformance-based fees

Identifiers

SEC RIA File Number	801-107884
SEC ERA File Number	801-107884
SEC CIK Numbers	None
SEC CRD Numbers	160589
Legal Entity Identifier	None

Principal Office

TWO LAFAYETTE COURT
GREENWICH
CT
United States

Monday - Friday, 9:00 AM TO 6 PM

Tel: 203-422-8200, Fax: 203-664-5472

Websites

www.generation.com

Chief Compliance Officer

LOUIS MICHAEL MARINO

CHIEF FINANCIAL OFFICER; SENIOR VICE PRESIDENT

TWO LAFAYETTE COURT

GREENWICH

United States

Tel: 203-422-8212

Fax: 203-664-5472

M*****@*************M

(Full email address available in API data)

Industry Affiliates

GCP-HGR LLC	Sponsor, GP, manager of pooled investment vehicles
GENERATION MEMBERS' FUND GP LLC	Sponsor, GP, manager of pooled investment vehicles
GENERATION PARTNERS AGILILTY LLC	Sponsor, GP, manager of pooled investment vehicles
GENERATION PARTNERS CAPTIVATE LLC	Sponsor, GP, manager of pooled investment vehicles
GENERATION PARTNERS CAPTIVATE SECONDARY LLC	Sponsor, GP, manager of pooled investment vehicles
GENERATION PARTNERS II LLC	Sponsor, GP, manager of pooled investment vehicles
GENERATION PARTNERS PAYACTIV LLC	Sponsor, GP, manager of pooled investment vehicles
MARK JENNINGS	Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners
GCP CAPTIVATE SECONDARY LP	Venture Capital Fund	$43.8M	$0.0M	75
GENERATION CAPITAL PARTNERS AGILITY LP	Private Equity Fund	$1.3M	$0.0M	31
GENERATION CAPITAL PARTNERS CAPTIVATE LP	Private Equity Fund	$50.8M	$0.0M	48
GENERATION CAPITAL PARTNERS HGR LP	Venture Capital Fund	$45.0M	$0.0M	74
GENERATION CAPITAL PARTNERS II LP	Private Equity Fund	$70.8M	$0.0M	36
GENERATION CAPITAL PARTNERS PAYACTIV LP	Venture Capital Fund	$50.3M	$0.0M	44
GENERATION MEMBERS' FUND II LP	Private Equity Fund	$3.9M	$0.0M	16
GENERATION PARTNERS REAL ESTATE LLC	Venture Capital Fund	$139.1M	$0.0M	54

Control Persons

Name	Type	Entity	Title	Since	Ownership
JENNINGS, MARK, EDWARD	Individual	–	MANAGING MEMBER	09/1996	50-75%
HAWKINS, JOHN, ARNOLD	Individual	–	MANAGING MEMBER	09/1995	50-75%
MARINO, LOUIS, MICHAEL	Individual	–	CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, SENIOR VICE PRESIDENT	05/2003	< 5%
HERTZMARK, ANDREW, PAUL	Individual	–	PARTNER	06/2004	< 5%

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