# Generation Pmca Corp.

> 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.

- CRD: 117842
- Filed as: GENERATION PMCA CORP.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Toronto, Ontario, Canada
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/117842
- AdvisorCensus page: https://advisorcensus.com/firm/generation-pmca-corp-toronto-ontario-117842

## Quick answers

**How is Generation Pmca Corp. compensated?**
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.

**Where is Generation Pmca Corp. located?**
Generation Pmca Corp.'s principal office is in Toronto, Ontario, Canada, according to its Form ADV.

**Is Generation Pmca Corp. registered with the SEC or a state?**
Generation Pmca Corp. is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 117842.

**How much does Generation Pmca Corp. manage?**
Generation Pmca Corp. reports $42,634,136 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (100% discretionary).

**How have Generation Pmca Corp.'s assets and staff changed since 2021?**
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.

**What types of clients does Generation Pmca Corp. serve?**
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).

**Which custodians does Generation Pmca Corp. use?**
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.

**Does Generation Pmca Corp. report any disciplinary disclosures?**
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

**Does Generation Pmca Corp. state an account minimum?**
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."

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 24, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Clearing Canada ULC

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: $42,634,136
- Discretionary: $42,573,351
- Non-discretionary: $60,785

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 255 | $25,665,951 |
| High net worth individuals | 47 | $10,805,997 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $3,156,620 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | 15 | $3,005,568 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2002 (24 years)
- Employees: 20 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): 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?
- 11.E(2): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/117842

### Websites listed on Form ADV (Item 1.I)
- [generationpmca.com](https://generationpmca.com)
- Facebook @GenerationPMCA
- LinkedIn @generation-pmca
- X @GenerationPMCA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $68,533,832 | 21 | February 24, 2021 |
| October 2022 | $61,665,271 | 20 | February 11, 2022 |
| October 2023 | $48,980,405 | 19 | February 13, 2023 |
| October 2024 | $49,294,752 | 20 | February 9, 2024 |
| October 2025 | $40,841,405 | 18 | February 12, 2025 |
| October 2026 | $42,634,136 | 20 | February 24, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Generation Pmca Corp. (CRD 117842): Form ADV filing data as of October 2026.