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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 13, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DEJOHN, MARY, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEJOHN, MARY, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEJOHN, MARY, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEJOHN, MARY, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEJOHN, MARY, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Wopperer, KASEY, LEE | I | DIRECTOR OF EQUITY RESEARCH AND INVESTMENTS | NA | Control |
| NASCA, SCOTT | I | PRESIDENT | E | Control |
| NASCA, SCOTT | I | PRESIDENT | E | Control |
| NASCA, SCOTT | I | PRESIDENT | E | Control |
| NASCA, SCOTT | I | PRESIDENT-CHIEF COMPLIANCE OFFICER | E | Control |
| NASCA, SCOTT | I | PRESIDENT-CHIEF COMPLIANCE OFFICER | E | Control |
| NASCA, SCOTT | I | PRESIDENT-CHIEF COMPLIANCE OFFICER | E | Control |
| NASCA, SCOTT | I | PRESIDENT | E | Control |
| NASCA, SCOTT | I | PRESIDENT | E | Control |
| NASCA, SCOTT | I | PRESIDENT | E | Control |
| NASCA, SCOTT | I | PRESIDENT | E | Control |
| NASCA, SCOTT | I | PRESIDENT | E | Control |
| NASCA, SCOTT | I | PRESIDENT-CHIEF COMPLIANCE OFFICER | D | Control |
| NASCA, SCOTT | I | PRESIDENT-CHIEF COMPLIANCE OFFICER | D | Control |
| NASCA, SCOTT | I | PRESIDENT-CHIEF COMPLIANCE OFFICER | D | Control |
| NASCA, SCOTT | I | PRESIDENT-CHIEF COMPLIANCE OFFICER | D | Control |
| NASCA, SCOTT | I | PRESIDENT-CHIEF COMPLIANCE OFFICER | D | Control |
| NASCA, SCOTT | I | PRESIDENT-CHIEF COMPLIANCE OFFICER | D | Control |
| NASCA, SCOTT | I | PRESIDENT-CHIEF COMPLIANCE OFFICER | D | Control |
| NASCA, SCOTT | I | PRESIDENT-CHIEF COMPLIANCE OFFICER | D | Control |
| NASCA, SCOTT | I | PRESIDENT-CHIEF COMPLIANCE OFFICER | D | Control |
| NASCA, SCOTT | I | PRESIDENT-CHIEF COMPLIANCE OFFICER | D | Control |
| NASCA, SCOTT | I | PRESIDENT-CHIEF COMPLIANCE OFFICER | D | Control |
| NASCA, SCOTT | I | PRESIDENT-CHIEF COMPLIANCE OFFICER | D | Control |
| NASCA, SCOTT | I | PRESIDENT-CHIEF COMPLIANCE OFFICER | D | Control |
| NASCA, SCOTT | I | PRESIDENT-CHIEF COMPLIANCE OFFICER | D | Control |
| NASCA, SCOTT | I | PRESIDENT-CHIEF COMPLIANCE OFFICER | D | Control |
| NASCA, SCOTT | I | PRESIDENT-CHIEF COMPLIANCE OFFICER | D | Control |
| RSG VENTURES, LLC | DE | MEMBER | B | |
| RSG VENTURES, LLC | DE | MEMBER | B | |
| RSG VENTURES, LLC | DE | MEMBER | B | |
| RSG VENTURES, LLC | DE | MEMBER | B | |
| RSG VENTURES, LLC | DE | MEMBER | B | |
| RSG VENTURES, LLC | DE | MEMBER | B | |
| RSG VENTURES, LLC | DE | MEMBER | B | |
| WESTERVELT, REBECCA, LEVENGOOD | I | VICE PRESIDENT | B | |
| WESTERVELT, REBECCA, LEVENGOOD | I | VICE PRESIDENT | B | |
| GEFFNER, RON, S | I | MEMBER | A | |
| GEFFNER, RON, S | I | MEMBER | A | |
| GEFFNER, RON, S | I | MEMBER | A | |
| GEFFNER, RON, S | I | MEMBER | A | |
| GEFFNER, RON, S | I | MEMBER | A | |
| GEFFNER, RON, S | I | MEMBER | A | |
| GEFFNER, RON, S | I | MEMBER | A | |
| WESTERVELT, REBECCA, LEVENGOOD | I | VICE PRESIDENT | A | |
| WESTERVELT, REBECCA, LEVENGOOD | I | VICE PRESIDENT | A | |
| WESTERVELT, REBECCA, LEVENGOOD | I | VICE PRESIDENT | A | |
| WESTERVELT, REBECCA, LEVENGOOD | I | VICE PRESIDENT | A | |
| WESTERVELT, REBECCA, LEVENGOOD | I | VICE PRESIDENT | A | |
| WESTERVELT, REBECCA, LEVENGOOD | I | VICE PRESIDENT | A | |
| WESTERVELT, REBECCA, LEVENGOOD | I | VICE PRESIDENT | A | |
| WESTERVELT, REBECCA, LEVENGOOD | I | VICE PRESIDENT | A | |
| WESTERVELT, REBECCA, LEVENGOOD | I | VICE PRESIDENT | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| GEFFNER, RON, S | I | RSG VENTURES, LLC | E | Control |
| GEFFNER, RON, S | I | RSG VENTURES, LLC | E | Control |
| GEFFNER, RON, S | I | RSG VENTURES, LLC | E | Control |
| GEFFNER, RON, S | I | RSG VENTURES, LLC | E | Control |
| GEFFNER, RON, S | I | RSG VENTURES, LLC | E | Control |
| GEFFNER, RON, S | I | RSG VENTURES, LLC | E | Control |
| GEFFNER, RON, S | I | RSG VENTURES, LLC | E | Control |
Registrations
Federal
IA
Mar 13, 2025 REGISTERED
Notice Filings (4)
FL NH NY OH
Address
1163 PITTSFORD-VICTOR ROAD#100
PITTSFORD, NY 14534
United States
Phone: 585-232-8560