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CAPITAL GENERATION PARTNERS LLP
CRD 281808File 801-107172
APPROVED
Retail clients
Filing as of May 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.12B
Top 25% of cohort (national)
Discretionary AUM
$1.19B
Non-discretionary $2.93B
Clients
25
30 accounts
Employees
46
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 30 | 25 |
| 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.