GENERATION CAPITAL MANAGEMENT LLC
CRD #128523 SEC #801-70216 PITTSFORD, NY 585-232-8560
SEC Registered
Total AUM
$1B
Discretionary
$159.3M
Employees
6
Clients
26
Accounts
406
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1B | $159.3M | $870.2M | 6 | 2 |
| Jul 2024 | $916.6M | $128.6M | $788M | 6 | 0 |
| Mar 2024 | $916.6M | $128.6M | $788M | 6 | 0 |
| Feb 2024 | $840.5M | $108.5M | $732M | 5 | 0 |
| Jan 2024 | $840.5M | $108.5M | $732M | 5 | 0 |
| Mar 2023 | $840.5M | $108.5M | $732M | 5 | 0 |
| Jun 2022 | $852.4M | $111.4M | $741.1M | 6 | 0 |
| Jun 2022 | $852.4M | $111.4M | $741.1M | 6 | 0 |
| Mar 2022 | $852.4M | $111.4M | $741.1M | 7 | 0 |
| Mar 2021 | $753.8M | $98M | $655.8M | 4 | 0 |
| Jun 2020 | $666.4M | $76.6M | $589.8M | 4 | 0 |
| Jun 2020 | $666.4M | $76.6M | $589.8M | 4 | 0 |
| Mar 2020 | $666.4M | $76.6M | $589.8M | 4 | 0 |
| Oct 2019 | $554.4M | $67.9M | $486.5M | 5 | 0 |
| Mar 2019 | $554.4M | $67.9M | $486.5M | 5 | 0 |
| Mar 2018 | $578.4M | $69.2M | $509.2M | 5 | 0 |
| Mar 2017 | $508.1M | $56.3M | $451.8M | 2 | 26 |
| Mar 2016 | $476.2M | $55.2M | $421M | 2 | 100 |
| Mar 2015 | $496.7M | $74.4M | $422.4M | 2 | 100 |
| Apr 2014 | $486.3M | $67.8M | $418.5M | 3 | 100 |
| Mar 2014 | $486.3M | $67.8M | $418.5M | 3 | 100 |
| Apr 2013 | $413.1M | $55.1M | $358M | 3 | 26 |
| Mar 2012 | $355.9M | $51.2M | $304.7M | 1 | 26 |
| Mar 2011 | $201.4M | $36.8M | $164.6M | 5 | -- |
| Jun 2004 | $500.3K | $370.1K | $130.2K | 5 | -- |
| Apr 2004 | $500.3K | $370.1K | $130.2K | 5 | -- |
| Nov 2003 | $218.5K | $218.5K | $0 | 5 | -- |
DateMar 2025
Total AUM$1B
Discretionary$159.3M
Non-Disc.$870.2M
Employees6
Clients2
DateJul 2024
Total AUM$916.6M
Discretionary$128.6M
Non-Disc.$788M
Employees6
Clients0
DateMar 2024
Total AUM$916.6M
Discretionary$128.6M
Non-Disc.$788M
Employees6
Clients0
DateFeb 2024
Total AUM$840.5M
Discretionary$108.5M
Non-Disc.$732M
Employees5
Clients0
DateJan 2024
Total AUM$840.5M
Discretionary$108.5M
Non-Disc.$732M
Employees5
Clients0
DateMar 2023
Total AUM$840.5M
Discretionary$108.5M
Non-Disc.$732M
Employees5
Clients0
DateJun 2022
Total AUM$852.4M
Discretionary$111.4M
Non-Disc.$741.1M
Employees6
Clients0
DateJun 2022
Total AUM$852.4M
Discretionary$111.4M
Non-Disc.$741.1M
Employees6
Clients0
DateMar 2022
Total AUM$852.4M
Discretionary$111.4M
Non-Disc.$741.1M
Employees7
Clients0
DateMar 2021
Total AUM$753.8M
Discretionary$98M
Non-Disc.$655.8M
Employees4
Clients0
DateJun 2020
Total AUM$666.4M
Discretionary$76.6M
Non-Disc.$589.8M
Employees4
Clients0
DateJun 2020
Total AUM$666.4M
Discretionary$76.6M
Non-Disc.$589.8M
Employees4
Clients0
DateMar 2020
Total AUM$666.4M
Discretionary$76.6M
Non-Disc.$589.8M
Employees4
Clients0
DateOct 2019
Total AUM$554.4M
Discretionary$67.9M
Non-Disc.$486.5M
Employees5
Clients0
DateMar 2019
Total AUM$554.4M
Discretionary$67.9M
Non-Disc.$486.5M
Employees5
Clients0
DateMar 2018
Total AUM$578.4M
Discretionary$69.2M
Non-Disc.$509.2M
Employees5
Clients0
DateMar 2017
Total AUM$508.1M
Discretionary$56.3M
Non-Disc.$451.8M
Employees2
Clients26
DateMar 2016
Total AUM$476.2M
Discretionary$55.2M
Non-Disc.$421M
Employees2
Clients100
DateMar 2015
Total AUM$496.7M
Discretionary$74.4M
Non-Disc.$422.4M
Employees2
Clients100
DateApr 2014
Total AUM$486.3M
Discretionary$67.8M
Non-Disc.$418.5M
Employees3
Clients100
DateMar 2014
Total AUM$486.3M
Discretionary$67.8M
Non-Disc.$418.5M
Employees3
Clients100
DateApr 2013
Total AUM$413.1M
Discretionary$55.1M
Non-Disc.$358M
Employees3
Clients26
DateMar 2012
Total AUM$355.9M
Discretionary$51.2M
Non-Disc.$304.7M
Employees1
Clients26
DateMar 2011
Total AUM$201.4M
Discretionary$36.8M
Non-Disc.$164.6M
Employees5
Clients--
DateJun 2004
Total AUM$500.3K
Discretionary$370.1K
Non-Disc.$130.2K
Employees5
Clients--
DateApr 2004
Total AUM$500.3K
Discretionary$370.1K
Non-Disc.$130.2K
Employees5
Clients--
DateNov 2003
Total AUM$218.5K
Discretionary$218.5K
Non-Disc.$0
Employees5
Clients--