GENERATION INVESTMENT MANAGEMENT US LLP
Adviser information for GENERATION INVESTMENT MANAGEMENT US LLP 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 Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 22 |
|---|---|
| Investment Advisory/Research | 8 |
| 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 | 18 | $15.4B |
| Non-Discretionary | 0 | $0 |
| Total | 18 | $15.4B |
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 | 5 | $9.6B |
| Pension and profit sharing plans | <5 | $252.9M |
| Charitable organizations | 5 | $678.5M |
| State or municipal gov entities | 5 | $4.3B |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $588.6M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 4 |
| No. of Non-U.S. Clients | 18 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMPerformance-based feesNEGOTIATED FEE ARRANGEMENTS, INCLUDING SET FEES |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Principal Office
555 MISSION STREETSUITE 3400
SAN FRANCISCO
CA
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 415 619 3242, Fax: 415 619 3243
Chief Compliance Officer
GHESSYCKA LUCIEN BENNETT
PARTNER, U.S. CHIEF OPERATING OFFICER
555 MISSION STREET
SUITE 3400
SAN FRANCISCO
CA
United States
Tel:
415-619-3262
Fax:
415.619.3243
G****************@***************M
(Full email address available in API data)
Regulatory Contact
ALEXANDER MARSHALL
GENERAL COUNSEL
20 AIR STREET
7TH FLOOR
LONDON
United Kingdom
Tel:
+44 (0) 207 534 4700
Fax:
+44 (0) 207 534 4701
A*****************@***************M
(Full email address available in API data)
Industry Affiliates
| GENERATION INVESTMENT MANAGEMENT LLP | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| JUST CLIMATE LLP | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| GENERATION IM ASIA FUND LP | Hedge Fund | $514.5M | $1.0M | 115 |
| GENERATION IM GLOBAL EQUITY FUND LLC | Hedge Fund | $8,374.5M | $3.0M | 530 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GORE, ALBERT, ARNOLD | Individual | – | CHAIRMAN | 08/2004 | < 5% |
| GENERATION INVESTMENT MANAGEMENT LLP | Foreign Entity | – | PARTNER | 08/2004 | > 75% |
| BENNETT, GHESSYCKA, ALEXANDRIA LUCIEN | Individual | – | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | 11/2016 | < 5% |
| LE DUC, COLIN, MARK | Individual | – | PARTNER, HEAD OF US BUSINESS | 10/2017 | < 5% |