← Directory
GENERATION INVESTMENT MANAGEMENT US LLP
CRD 132728File 801-63595
APPROVED
Custody
Filing as of May 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$10.54B
Top 10% of cohort (national)
Discretionary AUM
$10.54B
Clients
4
13 accounts
Employees
27
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Partnership
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Oct 22, 2004
- Principal office
- 555 MISSION STREET, SUITE 3400, SAN FRANCISCO, CA, 94105
- Phone
- 415 619 3242
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $10.54B
- Discretionary AUM
- $10.54B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 13
- Non-discretionary accounts
- 0
- Total accounts
- 13
- AUM per client
- $2.64B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $116.0M |
| Charitable organizations | Fewer than 5 | $469.5M |
| Pooled investment vehicles | 4 | $8.56B |
| Pension and profit sharing plans | Fewer than 5 | $154.6M |
| State or municipal government entities | Fewer than 5 | $1.24B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — NEGOTIATED FEE ARRANGEMENTS, INCLUDING SET FEES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- 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
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This 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.