GENERATION CAPITAL MANAGEMENT LLC

CRD 128523File 801-70216

APPROVED

Retail clients

Filing as of Aug 7, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.15B

Above cohort median (national)

Discretionary AUM

$202.5M

Non-discretionary $951.4M

Clients

280

481 accounts

Employees

Above cohort median in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Jun 5, 2009
Principal office: 1163 PITTSFORD-VICTOR ROAD, #100, PITTSFORD, NY, 14534
Phone: 585-232-8560
Website: https://www.facebook.com/GenerationCapMgmt/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.15B
Discretionary AUM: $202.5M
Non-discretionary AUM: $951.4M
Discretionary accounts: 476
Non-discretionary accounts: 5
Total accounts: 481
AUM per client: $4.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$22.4M
High net worth individuals	70	$139.9M
Pension and profit sharing plans	Fewer than 5	$5.1M
State or municipal government entities	5	$954.4M
Individuals (other than high net worth individuals)	205	$32.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Portfolio management for other
Portfolio management for businesses
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

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.