Clients
Generation Investment Management US serves 4 clients. The average client has about $2.64 billion with the firm.
- Pooled investment vehicles4 clients81%
- Charitable organizations4%
- State or municipal government entities12%
- OtherPension and profit-sharing plans, Corporations and other businesses3%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 4 | $8,557,824,810 | 81.2% | $2.14B |
| Pension and profit-sharing plans | Not reported | $154,609,730 | 1.5% | — |
| Charitable organizations | Not reported | $469,452,908 | 4.5% | — |
| State or municipal government entities | Not reported | $1,243,060,938 | 11.8% | — |
| Corporations and other businesses | Not reported | $116,039,343 | 1.1% | — |
| Total | 4 | $10,540,987,729 | 100% | $2.64B |
- Clients
- 4
- Regulatory AUM
- $8,557,824,810
- Share
- 81.2%
- Avg. per client
- $2.14B
- Clients
- Not reported
- Regulatory AUM
- $154,609,730
- Share
- 1.5%
- Avg. per client
- —
- Clients
- Not reported
- Regulatory AUM
- $469,452,908
- Share
- 4.5%
- Avg. per client
- —
- Clients
- Not reported
- Regulatory AUM
- $1,243,060,938
- Share
- 11.8%
- Avg. per client
- —
- Clients
- Not reported
- Regulatory AUM
- $116,039,343
- Share
- 1.1%
- Avg. per client
- —
Total
- Clients
- 4
- Regulatory AUM
- $10,540,987,729
- Share
- 100%
- Avg. per client
- $2.64B
What it does
Generation Investment Management US provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers. It is paid through a percentage of assets, performance-based fees and other arrangements.
Generation Investment Management US advises 3 private funds.
100.0% of assets ($10.54B across 13 accounts) are managed with discretion. 62% of clients are outside the U.S., and 21 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks99%
- Exchange-traded equities98%
- Non-exchange-traded equities1%
- Cash1%
Custodians
Generation Investment Management US’s client accounts are held mainly at The Bank of New York, with 10% of managed assets, and State Street, with 5%. Generation Investment Management US has custody of $7.92B for 2 clients.
- State StreetState Street Corporation · Boston, MA · $474.4M5%
- The Bank of New YorkThe Bank of New York · New York, NY · $1.00B10%
- J.P. MorganJpmorgan Chase Bank · Columbus, OH · $270.6M3%
- The Northern TrustThe Northern Trust Company · Chicago, IL · $233.1M2%
- All other custodians$8.56B81%
Ownership and leadership
Generation Investment Management LLP owns 75% or more of Generation Investment Management US.
- Owns 75% or more of Generation Investment Management US LLP
Generation Investment Management LLP
Control person · since August 2004
Leadership
- Ghessycka BennettChief Compliance Officer, Chief Operating Officer
- Albert GoreChairman
- Colin Le DucPartner, Head of US Business
Staff
- 27 employees
- 10 in advisory functions
Fees
Generation Investment Management US is paid through a percentage of assets under management, performance-based fees and other.
Generation Investment Management US’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Generation Investment Management US has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 555 Mission Street, Suite 3400, San FranciscoHQ
Registration details
- Legal name
- Generation Investment Management US LLP
- Headquarters
- 555 Mission Street, Suite 3400, San Francisco, CA 94105
- Phone
- 415-619-3242
- Website
- Not reported
- SEC file
- 801-63595
- Structure
- Delaware limited liability partnership
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Generation Investment Management US have?
Generation Investment Management US has 4 clients and manages $10.5 billion for them, as of May 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 May 2026
What services does Generation Investment Management US offer?
Generation Investment Management US provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Generation Investment Management US use?
Generation Investment Management US’s separately managed account assets are held at The Bank of New York (New York, NY), with $1,004,965,730, State Street Corporation (Boston, MA), with $474,417,269, Jpmorgan Chase Bank (Columbus, OH), with $270,649,073 and The Northern Trust Company (Chicago, IL), with $233,130,847. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 May 2026
How many financial advisors does Generation Investment Management US have?
Generation Investment Management US has 0 investment adviser representatives registered with state securities authorities, out of 27 employees, and 10 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Generation Investment Management US invest in?
At the end of its last fiscal year, Generation Investment Management US’s separately managed accounts held 98% exchange-traded equities, 1% non-exchange-traded equities and 1% cash and equivalents. It advises 3 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Generation Investment Management US?
Generation Investment Management US’s direct owner is Generation Investment Management LLP (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 4 May 2026
How does Generation Investment Management US get paid?
Generation Investment Management US is paid through a percentage of assets under management, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
