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GENERATION PMCA CORP.
CRD 117842File 801-60917
APPROVED
Retail clients
Disclosure events
Filing as of Feb 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$42.6M
Bottom 25% of cohort (national)
Discretionary AUM
$42.6M
Non-discretionary $61K
Clients
319
285 accounts
Employees
20
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Feb 8, 2002
- Principal office
- 22 ST. CLAIR AVENUE EAST, 18TH FLOOR, TORONTO, ONTARIO, M4T 2S3
- Phone
- 416-861-0774
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $42.6M
- Discretionary AUM
- $42.6M
- Non-discretionary AUM
- $61K
- Discretionary accounts
- 284
- Non-discretionary accounts
- 1
- Total accounts
- 285
- AUM per client
- $134K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 15 | $3.0M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 47 | $10.8M |
| Pooled investment vehicles | 2 | $3.2M |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | Fewer than 5 | $0 |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 255 | $25.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 18 | 20 | increased by2 |
| Mar 1, 2026 | Clients | 332 | 319 | decreased by13 |
| Mar 1, 2026 | AUM | $40,841,405 | $42,634,136 | increased by$1,792,731 |
| Mar 1, 2026 | Accounts | 328 | 285 | decreased by43 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 20 | 18 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 419 | 332 | decreased by87 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $61,665,271 | $40,841,405 | decreased by$20,823,866 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 416 | 328 | decreased by88 |
| Mar 1, 2022 | Employees | 21 | 20 | decreased by1 |
| Mar 1, 2022 | Clients | 497 | 419 | decreased by78 |
| Mar 1, 2022 | AUM | $68,533,832 | $61,665,271 | decreased by$6,868,561 |
| Mar 1, 2022 | Accounts | 495 | 416 | decreased by79 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GENERATION PMCA” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GENERATION PMCA” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.