# Intergeneration Capital Management, LLC

> Intergeneration Capital Management, LLC is a state-registered investment advisory firm in Boston, MA, registered since 2011, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 159087
- Filed as: INTERGENERATION CAPITAL MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/159087
- AdvisorCensus page: https://advisorcensus.com/firm/intergeneration-capital-management-llc-boston-ma-159087

## Quick answers

**How is Intergeneration Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Intergeneration Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.

**Where is Intergeneration Capital Management, LLC located?**
Intergeneration Capital Management, LLC's principal office is in Boston, MA, according to its Form ADV.

**Is Intergeneration Capital Management, LLC registered with the SEC or a state?**
Intergeneration Capital Management, LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 159087.

**How much does Intergeneration Capital Management, LLC manage?**
Intergeneration Capital Management, LLC reports $8,275,976 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**What types of clients does Intergeneration Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).

**Does Intergeneration Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/159087

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $8,275,976
- Discretionary: $8,275,976
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $8,275,976 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2011 (14 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- intergenerationalcapital.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Intergeneration Capital Management, LLC (CRD 159087): Form ADV filing data as of October 2026.