GENERATION PARTNERS MANAGEMENT, LLC

Two Lafayette Court
Greenwich, Connecticut 06830
Tel: 203-422-8200

About GENERATION PARTNERS MANAGEMENT, LLC

GENERATION PARTNERS MANAGEMENT, LLC, formally registered with the SEC as GENERATION PARTNERS MANAGEMENT, LLC. The firm was established in 05/23/2016. They have over 3 offices throughout the country.

GENERATION PARTNERS MANAGEMENT, LLC is a Greenwich, Connecticut based Financial Planning firm with nearly $404,997,044 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	160589
SEC#	801-107884
Assets Managed by Firm	$404,997,044
No. of Clients	8
No. of Advisors	4

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	8	$404,997,044

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