Generation Capital Management LLC

$1.15BAssets under management
as of Aug 2026 · SEC Form ADV
Pittsford, NY
Visit websiteLinkedIn
No one on Advicer is connected to this yet.

Tech stack

No one at Generation Capital Management LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Generation Capital Management LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Matrix Trust
Per Form ADV · $726M held · filed Jul 2024
U.S. Bank
Per Form ADV · $126M held · filed Jul 2024