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GENERATION PMCA CORP.

CRD 117842File 801-60917
APPROVED
Retail clients
Disclosure events
Filing as of Feb 24, 2026
Feed vintage Aug 17, 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 typeClientsAUM
Other15$3.0M
Non-U.S. personsFewer than 5$0
Insurance companiesFewer than 5$0
Charitable organizationsFewer than 5$0
Other investment advisersFewer than 5$0
High net worth individuals47$10.8M
Pooled investment vehicles2$3.2M
Banking or thrift institutionsFewer than 5$0
Pension and profit sharing plansFewer than 5$0
State or municipal government entitiesFewer than 5$0
Individuals (other than high net worth individuals)255$25.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.