Capital Generation Partners LLP
Registered investment adviser · London · CRD #281808
Form ADV data as of 2026-09-01Regulatory assets
$4.12 billion
Total accounts
30
Employees
46
Disclosure events
0
Firm details
- Website: https://www.linkedin.com/company/capital-generation-partners/
- Telephone: 44-207-543-1500
- SEC file number: 801-107172
- Most recent Form ADV filing: 2026-05-05
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $1.19 billion |
| Non-discretionary regulatory assets under management | $2.93 billion |
| Total regulatory assets under management | $4.12 billion |
| Discretionary accounts | 19 |
| Non-discretionary accounts | 11 |
| Total accounts | 30 |
| Regulatory assets under management attributable to non-U.S. persons | $4.02 billion |
People
| Total employees (excluding clerical) | 46 |
| Employees performing investment advisory functions (including research) | 26 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 0 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
How the firm is compensated
Advisory services offered
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Recommends brokers or dealers to clients
- Compensates a non-employee for client referrals
Client types
| Type of client | Clients | Assets |
|---|---|---|
| High net worth individuals | 3 | $7.1 million |
| Pooled investment vehicles (other than investment companies and BDCs) | 2 | $175.7 million |
| Charitable organizations | 1 | $45.7 million |
| Corporations or other businesses not listed above | 19 | $3.57 billion |
| Other | 5 | $318.6 million |