# Capital Generation Partners LLP

> Capital Generation Partners LLP is an SEC-registered investment advisory firm in London, United Kingdom, registered since 2016, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 5, 2026.

- CRD: 281808
- Filed as: CAPITAL GENERATION PARTNERS LLP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: London, United Kingdom
- Filing period: October 2026
- Form ADV filing dated: May 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281808
- AdvisorCensus page: https://advisorcensus.com/firm/capital-generation-partners-llp-london-281808

## Quick answers

**How is Capital Generation Partners LLP compensated?**
On its Form ADV (Item 5.E, October 2026), Capital Generation Partners LLP reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Capital Generation Partners LLP located?**
Capital Generation Partners LLP's principal office is in London, United Kingdom, according to its Form ADV.

**Is Capital Generation Partners LLP registered with the SEC or a state?**
Capital Generation Partners LLP is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 281808.

**How much does Capital Generation Partners LLP manage?**
Capital Generation Partners LLP reports $4,120,830,623 in regulatory assets under management in its Form ADV filing dated May 5, 2026 (29% discretionary).

**How have Capital Generation Partners LLP's assets and staff changed since 2021?**
In the Form ADV data for Capital Generation Partners LLP: Regulatory assets under management: $2,396,686,888 in the October 2021 data and $4,120,830,623 in the October 2026 data, up 72%. Total employees: 40 in October 2021 and 46 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Capital Generation Partners LLP serve?**
By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (19); other (5); high net worth individuals (3).

**Which custodians does Capital Generation Partners LLP use?**
Capital Generation Partners LLP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Edmond de Rothschild (Europe) as a custodian holding 10% or more of its separately managed account assets.

**Does Capital Generation Partners LLP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/281808

**What changed in Capital Generation Partners LLP's recent Form ADV filings?**
In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Edmond de Rothschild (Europe)

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $4,120,830,623
- Discretionary: $1,194,752,698
- Non-discretionary: $2,926,077,925

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 3 | $7,107,070 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $175,714,690 |
| Charitable organizations | 1 | $45,696,658 |
| Corporations or other businesses not listed above | 19 | $3,573,726,004 |
| Other | 5 | $318,586,201 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 46 total, 26 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- capgenpartners.com
- LinkedIn @CAPITAL-GENERATION-PARTNERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,396,686,888 | 40 | April 16, 2021 |
| October 2022 | $3,352,927,559 | 43 | March 18, 2022 |
| October 2023 | $3,066,063,522 | 42 | August 18, 2023 |
| October 2024 | $3,051,685,604 | 46 | March 19, 2024 |
| October 2025 | $2,977,993,730 | 47 | March 25, 2025 |
| October 2026 | $4,120,830,623 | 46 | May 5, 2026 |

Regulatory assets under management: $2,396,686,888 in the October 2021 data and $4,120,830,623 in the October 2026 data, up 72%.
Total employees: 40 in October 2021 and 46 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 27 to 26.
- Regulatory assets under management went from $2,977,993,730 to $4,120,830,623 (+38%).

### March 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capital Generation Partners LLP (CRD 281808): Form ADV filing data as of October 2026.