{
  "crd_number": 302070,
  "slug": "general-partner-inc-302070",
  "primary_business_name": "GENERAL PARTNER, INC.",
  "legal_name": "GENERAL PARTNER, INC.",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-05-17",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-01-20",
  "carried_forward": false,
  "raum_total": 318448396.0,
  "raum_discretionary": 318448396.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 312429692.0,
      "count": 2,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 6018704.0,
      "count": 2
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "PA"
  ],
  "websites": [
    "https://generalpartnerinc.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/302070",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/general-partner-inc-302070",
  "display_name": "General Partner, Inc.",
  "summary": "General Partner, Inc. is an SEC-registered investment advisory firm, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 20, 2026.",
  "citation": "AdvisorCensus. General Partner, Inc. (CRD 302070): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is General Partner, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), General Partner, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does General Partner, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated January 20, 2026 states: Asset-based fee: 0.1% to 0.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Is General Partner, Inc. registered with the SEC or a state?",
      "a": "General Partner, Inc. is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 302070."
    },
    {
      "q": "How much does General Partner, Inc. manage?",
      "a": "General Partner, Inc. reports $318,448,396 in regulatory assets under management in its Form ADV filing dated January 20, 2026 (100% discretionary)."
    },
    {
      "q": "How have General Partner, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for General Partner, Inc.: Regulatory assets under management: $115,925,834 in the October 2021 data and $318,448,396 in the October 2026 data, up 175%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does General Partner, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2); charitable organizations (2)."
    },
    {
      "q": "Does General Partner, Inc. report any disciplinary disclosures?",
      "a": "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/302070"
    },
    {
      "q": "Does General Partner, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated January 20, 2026 says: \"There are no minimum investment amounts or conditions required for establishing an account managed by General Partner, Inc.\""
    },
    {
      "q": "What changed in General Partner, Inc.'s recent Form ADV filings?",
      "a": "In the February 2026 filing data: Regulatory assets under management went from $288,422,421 to $318,448,396 (+10%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 115925834.0,
      "total_employees": 1,
      "filing_date": "2021-01-12"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 131824292.0,
      "total_employees": 1,
      "filing_date": "2022-02-02"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 197827459.0,
      "total_employees": 1,
      "filing_date": "2023-01-10"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 222866936.0,
      "total_employees": 1,
      "filing_date": "2024-01-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 288422421.0,
      "total_employees": 1,
      "filing_date": "2025-01-15"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 318448396.0,
      "total_employees": 1,
      "filing_date": "2026-01-20"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $288,422,421 to $318,448,396 (+10%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 20, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.1% to 0.5% a year",
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.1% to 0.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Fees for my comprehensive investment advisory services will range between $10,000 to $25,000 per month or between 0.10% and 0.50% of assets under management and are billed in arrears (at the end of the monthly billing period)."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There are no minimum investment amounts or conditions required for establishing an account managed by General Partner, Inc."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.1,
        0.5
      ],
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Fees for my comprehensive investment advisory services will range between $10,000 to $25,000 per month or between 0.10% and 0.50% of assets under management and are billed in arrears (at the end of the monthly billing period).",
      "There are no minimum investment amounts or conditions required for establishing an account managed by General Partner, Inc."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/general-partner-inc-302070.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 6018704.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": true,
      "raum": 312429692.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/302070",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}