CAPITAL GENERATION PARTNERS LLP

CRD 281808File 801-107172

APPROVED

Retail clients

Filing as of May 5, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$4.12B

Top 25% of cohort (national)

Discretionary AUM

$1.19B

Non-discretionary $2.93B

Clients

30 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Limited Liability Partnership
Firm type: Registered
SEC region: HQ
Registration date: Jan 27, 2016
Principal office: BERKELEY SQUARE HOUSE, BERKELEY SQUARE, LONDON, W1J 6BX
Phone: 44-207-543-1500
Website: HTTP://WWW.CAPGENPARTNERS.COM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $4.12B
Discretionary AUM: $1.19B
Non-discretionary AUM: $2.93B
Discretionary accounts: 19
Non-discretionary accounts: 11
Total accounts: 30
AUM per client: $164.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	19	$3.57B
Charitable organizations	1	$45.7M
High net worth individuals	3	$7.1M
Pooled investment vehicles	2	$175.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Performance-based fees
A percentage of assets under your management

Advisory activities

Selection of other advisers
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

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

Filed changes

Date	Field	From	To	Change
Aug 17, 2026	Clients	30	25	decreased by5
Apr 1, 2026	Employees	47	46	decreased by1
Apr 1, 2026	Clients	27	30	increased by3
Apr 1, 2026	AUM	$2,977,993,730	$4,120,830,623	increased by$1,142,836,893
Apr 1, 2026	Accounts	27	30	increased by3
May 1, 2025 vs Oct 1, 2022	Employees	43	47	increased by4
May 1, 2025 vs Oct 1, 2022	Clients	20	27	increased by7
May 1, 2025 vs Oct 1, 2022	AUM	$3,352,927,559	$2,977,993,730	decreased by$374,933,829
May 1, 2025 vs Oct 1, 2022	Accounts	20	27	increased by7
Apr 1, 2022	Employees	40	43	increased by3
Apr 1, 2022	Clients	19	20	increased by1
Apr 1, 2022	AUM	$2,396,686,888	$3,352,927,559	increased by$956,240,671
Apr 1, 2022	Accounts	19	20	increased by1
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 “CAPITAL GENERATION” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CAPITAL GENERATION” 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.