{
  "crd_number": 117842,
  "slug": "generation-pmca-corp-toronto-ontario-117842",
  "primary_business_name": "GENERATION PMCA CORP.",
  "legal_name": "GENERATION PMCA CORP.",
  "dbas": [],
  "city": "Toronto, Ontario",
  "state": null,
  "country": "Canada",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2002-02-08",
  "years_registered": 24,
  "period": "2026-10-01",
  "filing_date": "2026-02-24",
  "carried_forward": false,
  "raum_total": 42634136.0,
  "raum_discretionary": 42573351.0,
  "raum_non_discretionary": 60785.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 20,
  "advisory_employees": 9,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 25665951.0,
      "count": 255
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 10805997.0,
      "count": 47
    },
    "pooled_investment_vehicles": {
      "raum": 3156620.0,
      "count": 2
    },
    "corporations_other_businesses": {
      "raum": 3005568.0,
      "count": 15
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "CA",
    "TX"
  ],
  "websites": [
    "https://facebook.com/GenerationPMCA",
    "https://generationpmca.com",
    "https://linkedin.com/company/generation-pmca",
    "https://twitter.com/GenerationPMCA"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/117842",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    }
  ],
  "city_as_filed": "TORONTO, ONTARIO",
  "url": "https://advisorcensus.com/firm/generation-pmca-corp-toronto-ontario-117842",
  "display_name": "Generation Pmca Corp.",
  "summary": "Generation Pmca Corp. is an SEC-registered investment advisory firm in Toronto, Ontario, Canada, registered since 2002, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.",
  "citation": "AdvisorCensus. Generation Pmca Corp. (CRD 117842): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Generation Pmca Corp. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Generation Pmca Corp. reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Generation Pmca Corp. located?",
      "a": "Generation Pmca Corp.'s principal office is in Toronto, Ontario, Canada, according to its Form ADV."
    },
    {
      "q": "Is Generation Pmca Corp. registered with the SEC or a state?",
      "a": "Generation Pmca Corp. is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 117842."
    },
    {
      "q": "How much does Generation Pmca Corp. manage?",
      "a": "Generation Pmca Corp. reports $42,634,136 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (100% discretionary)."
    },
    {
      "q": "How have Generation Pmca Corp.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Generation Pmca Corp.: Regulatory assets under management: $68,533,832 in the October 2021 data and $42,634,136 in the October 2026 data, down 38%. Total employees: 21 in October 2021 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Generation Pmca Corp. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (255); high net worth individuals (47); corporations or other businesses not listed above (15)."
    },
    {
      "q": "Which custodians does Generation Pmca Corp. use?",
      "a": "Generation Pmca Corp.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Clearing Canada ULC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Generation Pmca Corp. report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/117842"
    },
    {
      "q": "Does Generation Pmca Corp. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 24, 2026 says: \"The minimum assets required to open a managed account with us is $500,000. The assets of related household, family and business accounts may be combined to meet the minimum. The minimum amount may be waived at our discretion.\""
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 68533832.0,
      "total_employees": 21,
      "filing_date": "2021-02-24"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 61665271.0,
      "total_employees": 20,
      "filing_date": "2022-02-11"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 48980405.0,
      "total_employees": 19,
      "filing_date": "2023-02-13"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 49294752.0,
      "total_employees": 20,
      "filing_date": "2024-02-09"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 40841405.0,
      "total_employees": 18,
      "filing_date": "2025-02-12"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 42634136.0,
      "total_employees": 20,
      "filing_date": "2026-02-24"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 24, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The minimum assets required to open a managed account with us is $500,000. The assets of related household, family and business accounts may be combined to meet the minimum. The minimum amount may be waived at our discretion."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The minimum assets required to open a managed account with us is $500,000. The assets of related household, family and business accounts may be combined to meet the minimum. The minimum amount may be waived at our discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Clearing Canada ULC",
      "name_as_filed": "FIDELITY CLEARING CANADA ULC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/generation-pmca-corp-toronto-ontario-117842.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 255,
      "fewer_than_5": false,
      "raum": 25665951.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 47,
      "fewer_than_5": false,
      "raum": 10805997.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 3156620.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 15,
      "fewer_than_5": false,
      "raum": 3005568.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "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/117842",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}