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GENERATION INVESTMENT MANAGEMENT US LLP
CRD 132728File 801-63595
APPROVED
Custody
Filing as of May 4, 2026
Feed vintage Oct 1, 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
- Website
- HTTP://WWW.GENERATIONIM.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 25 | 27 | increased by2 |
| Apr 1, 2026 | Clients | 9 | 4 | decreased by5 |
| Apr 1, 2026 | AUM | $13,285,716,271 | $10,540,987,729 | decreased by$2,744,728,542 |
| Apr 1, 2026 | Accounts | 16 | 13 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 22 | 25 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 14 | 9 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $20,424,951,774 | $13,285,716,271 | decreased by$7,139,235,503 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 21 | 16 | decreased by5 |
| Apr 1, 2022 | Employees | 15 | 22 | increased by7 |
| Apr 1, 2022 | Clients | 13 | 14 | increased by1 |
| Apr 1, 2022 | AUM | $16,037,492,077 | $20,424,951,774 | increased by$4,387,459,697 |
| Apr 1, 2022 | Accounts | 18 | 21 | increased by3 |
| 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 INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GENERATION INVESTMENT” 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.