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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 1b 10b

CAPITAL GENERATION PARTNERS LLP

CRD 281808

LONDON

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:638149ea-236a-b755-630f-fd7df3888759

Data as of May 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 8
On other graphs: 0
Observed: Jan 13, 2016 to May 5, 2026
21 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.0 fund_share=0.04 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $4.1BItem 5.F on the latest filing (2026-05-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.2B
Private client RAUM: $7.1MderivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 46
Advisory employees: 26
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 30
High net worth clients: 3
SEC number: 801-107172
CRD: 281808
Filings on the tape: 21
First filed: Jan 13, 2016
Latest filed: May 5, 2026
Organised: Limited Liability Partnership

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Adams, Richard, John	CHIEF OPERATIONS OFFICER, CHIEF COMPLIANCE OFFICER, MEMBER	Na	yes	04/2020	Feb 24, 2017	Dec 17, 2024
BARNARD, IAN, CLIVE	CHIEF EXECUTIVE OFFICER, MEMBER	C	yes	11/2007	Jan 13, 2016	Dec 17, 2024
BARNARD, IAN, CLIVE	Member	C	yes	12/2016	Jan 13, 2016	Dec 17, 2024
CAPITAL GENERATION HOLDINGS LLP	Member	E	yes	02/2017	Feb 24, 2017	Dec 17, 2024
Chambers, Sharon, Ann	Member	Na	yes	04/2020	Feb 16, 2021	Dec 17, 2024
Davies, Ross, Owain	Member	Na	yes	06/2019	Mar 12, 2020	Dec 17, 2024
Flanagan, Clare, Elizabeth	Member	Na	yes	04/2020	Feb 16, 2021	Dec 17, 2024
GENCAP LIMITED	Member	C	yes	12/2016	Mar 18, 2022	Dec 17, 2024
Said, Khaled, Rida	MANAGING PARTNER, MEMBER	Na	yes	10/2007	Jan 13, 2016	Dec 17, 2024
Said, Khaled, Rida	Shareholder	E	yes	12/2015	Jan 13, 2016	Dec 17, 2024
Sears, Robert, Peter Newton	Member	Na	yes	06/2017	Mar 27, 2018	Dec 17, 2024
Thorne, Charlotte, Louise	Member	B	yes	10/2007	Jan 13, 2016	Dec 17, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 10 of 11

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 4, 2026	$4.1B	$1.2B	46	26	0	n/a	n/a
2024	Mar 25, 2025	$3.0B	$862M	47	27	0	n/a	n/a
2023	Mar 19, 2024	$3.1B	$1.0B	46	27	0	n/a	n/a
2022	Mar 31, 2023	$3.1B	$953M	42	24	0	n/a	n/a
2021	Mar 18, 2022	$3.4B	$771M	43	20	0	n/a	n/a
2020	Mar 10, 2021	$2.4B	$618M	40	22	0	n/a	n/a
2019	Mar 12, 2020	$2.3B	$501M	35	21	0	n/a	n/a
2018	Mar 18, 2019	$2.2B	$435M	33	23	0	n/a	n/a
2017	Mar 27, 2018	$2.2B	$481M	19	13	0	n/a	n/a
2016	Feb 24, 2017	$2.2B	$426M	23	13	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$4.1B	$3.0B	38.4%	$3.1B	10.4%	46	47	0	0

Relationships

Controls (10)

← BARNARD, IAN, CLIVEOwnerMEMBER, ownership code C, individual
Jan 13, 2016 to Dec 17, 2024factForm ADV
← Said, Khaled, RidaOwnerSHAREHOLDER, ownership code E, individual
Jan 13, 2016 to Dec 17, 2024factForm ADV
← Thorne, Charlotte, LouiseOwnerMEMBER, ownership code B, individual
Jan 13, 2016 to Dec 17, 2024factForm ADV
← Adams, Richard, JohnOwnerCHIEF OPERATIONS OFFICER, CHIEF COMPLIANCE OFFICER, MEMBER, ownership code NA, individual
Feb 24, 2017 to Dec 17, 2024factForm ADV
← Sears, Robert, Peter NewtonOwnerMEMBER, ownership code NA, individual
Mar 27, 2018 to Dec 17, 2024factForm ADV
← Davies, Ross, OwainOwnerMEMBER, ownership code NA, individual
Mar 12, 2020 to Dec 17, 2024factForm ADV
← Flanagan, Clare, ElizabethOwnerMEMBER, ownership code NA, individual
Feb 16, 2021 to Dec 17, 2024factForm ADV
← Chambers, Sharon, AnnOwnerMEMBER, ownership code NA, individual
Feb 16, 2021 to Dec 17, 2024factForm ADV
← CAPITAL GENERATION HOLDINGS LLPOwnerMEMBER, ownership code E, foreign entity
Feb 24, 2017 to Dec 17, 2024factForm ADV
← GENCAP LIMITEDOwnerMEMBER, ownership code C, foreign entity
Mar 18, 2022 to Dec 17, 2024factForm ADV

Dated events

Occurred
Mar 4, 2026
Regulatory AUM changed
Capital Generation Partners Llp reported RAUM $4.1B, up 38% from $3.0B (2026-02-09 to 2026-03-04)
Form ADVobserved 6 days ago
$1.1B
Occurred
Mar 19, 2024
Control person left
Aaltje Hiroko Atherton (Chief Legal Officer, Member) no longer on Schedule A of Capital Generation Partners Llp (listed 2023-08-18, absent 2024-03-19)
Form ADVobserved 6 days ago
Occurred
Mar 18, 2022
Regulatory AUM changed
Capital Generation Partners Llp reported RAUM $3.4B, up 40% from $2.4B (2021-04-16 to 2022-03-18)
Form ADVobserved 6 days ago
$956M
Occurred
Feb 16, 2021
Control person joined
Elizabeth Clare Flanagan (Member) appeared on Schedule A of Capital Generation Partners Llp
Form ADVobserved 6 days ago
Occurred
Feb 16, 2021
Control person joined
Ann Sharon Chambers (Member) appeared on Schedule A of Capital Generation Partners Llp
Form ADVobserved 6 days ago
Occurred
Mar 12, 2020
Control person left
Giovanni D'Alesio (Member) no longer on Schedule A of Capital Generation Partners Llp (listed 2019-03-18, absent 2020-03-12)
Form ADVobserved 6 days ago
Occurred
Mar 12, 2020
Control person joined
Owain Ross Davies (Member) appeared on Schedule A of Capital Generation Partners Llp
Form ADVobserved 6 days ago
Occurred
Jan 13, 2016
First Form ADV filing
Capital Generation Partners Llp filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:638149ea-236a-b755-630f-fd7df3888759
First observed: Jan 13, 2016
Last observed: May 5, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CAPITAL GENERATION PARTNERS LLP

CRD 281808

LONDON

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:638149ea-236a-b755-630f-fd7df3888759

Data as of May 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:09 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Adams, Richard, John

CHIEF OPERATIONS OFFICER, CHIEF COMPLIANCE OFFICER, MEMBER

yes

04/2020

Feb 24, 2017

Dec 17, 2024

BARNARD, IAN, CLIVE

CHIEF EXECUTIVE OFFICER, MEMBER

yes

11/2007

Jan 13, 2016

Dec 17, 2024

BARNARD, IAN, CLIVE

Member

yes

12/2016

Jan 13, 2016

Dec 17, 2024

CAPITAL GENERATION HOLDINGS LLP

Member

yes

02/2017

Feb 24, 2017

Dec 17, 2024

Chambers, Sharon, Ann

Member

yes

04/2020

Feb 16, 2021

Dec 17, 2024

Davies, Ross, Owain

Member

yes

06/2019

Mar 12, 2020

Dec 17, 2024

Flanagan, Clare, Elizabeth

Member

yes

04/2020

Feb 16, 2021

Dec 17, 2024

GENCAP LIMITED

Member

yes

12/2016

Mar 18, 2022

Dec 17, 2024

Said, Khaled, Rida

MANAGING PARTNER, MEMBER

yes

10/2007

Jan 13, 2016

Dec 17, 2024

Said, Khaled, Rida

Shareholder

yes

12/2015

Jan 13, 2016

Dec 17, 2024

Sears, Robert, Peter Newton

Member

yes

06/2017

Mar 27, 2018

Dec 17, 2024

Thorne, Charlotte, Louise

Member

yes

10/2007

Jan 13, 2016

Dec 17, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 4, 2026

$4.1B

$1.2B

n/a

2024

Mar 25, 2025

$3.0B

$862M

n/a

2023

Mar 19, 2024

$3.1B

$1.0B

n/a

2022

Mar 31, 2023

$3.1B

$953M

n/a

2021

Mar 18, 2022

$3.4B

$771M

n/a

2020

Mar 10, 2021

$2.4B

$618M

n/a

2019

Mar 12, 2020

$2.3B

$501M

n/a

2018

Mar 18, 2019

$2.2B

$435M

n/a

2017

Mar 27, 2018

$2.2B

$481M

n/a

2016

Feb 24, 2017

$2.2B

$426M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$4.1B

$3.0B

38.4%

$3.1B

10.4%