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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

GENERATION INVESTMENT MANAGEMENT US LLP

CRD 132728

SAN FRANCISCO, CA

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:8fefa6ae-8780-70a9-6de2-67798ca78bba

Data as of May 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 7
On other graphs: 1
Observed: Mar 30, 2012 to May 4, 2026
20 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Generation Investment Management US LLP

Private equity manager · shared crd

Facts

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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=0.81 institutional_share=0.18 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $11BItem 5.F on the latest filing (2026-05-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $11B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 27
Advisory employees: 10
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 13
Private funds: 3Schedule D 7.B(1)
Custody, client assets: $7.9B
SEC number: 801-63595
CIK: 1734375
CRD: 132728
Filings on the tape: 20
First filed: Mar 30, 2012
Latest filed: May 4, 2026
Organised: Limited Liability Partnership, DE
Website: medium.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
GENERATION IM GLOBAL EQUITY FUND LLC	Hedge Fund	$8.4B	Mar 28, 2024	530	Mar 30, 2012	reported	021-81283
GENERATION IM GLOBAL EQUITY FUND	Hedge Fund	$2.0B	Mar 30, 2012	115	Mar 30, 2012	dropped	n/a
GENERATION IM CLIMATE SOLUTIONS FUND LP	Private Equity Fund	$616M	Mar 30, 2012	83	Mar 30, 2012	dropped	021-115714
GENERATION IM ASIA FUND LP	Hedge Fund	$515M	Mar 28, 2024	115	Mar 30, 2012	reported	021-158997
GENERATION IM ASIA FUND	Hedge Fund	$67.0M	Mar 30, 2012	28	Mar 30, 2012	dropped	n/a

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
BENNETT, GHESSYCKA, ALEXANDRIA LUCIEN	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER	Na	yes	11/2016	Dec 2, 2016	Mar 28, 2024
GENERATION INVESTMENT MANAGEMENT LLP	Partner	E	yes	08/2004	Mar 30, 2012	Mar 28, 2024
GORE, ALBERT, ARNOLD	Chairman	Na	yes	08/2004	Mar 30, 2012	Mar 28, 2024
LE DUC, COLIN, MARK	PARTNER, HEAD OF US BUSINESS	Na	yes	10/2017	Mar 30, 2018	Mar 28, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
GENERATION INVESTMENT MANAGEMENT LLP	n/a	n/a	n/a	Y	no	n/a
JUST CLIMATE LLP	n/a	n/a	n/a	N	yes	n/a

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$11B	$11B	27	10	0	2	n/a
2024	Mar 28, 2025	$13B	$13B	25	10	0	2	n/a
2023	Mar 28, 2024	$15B	$15B	22	8	0	2	$8.9B
2022	Mar 31, 2023	$12B	$12B	19	8	0	2	$7.0B
2021	Mar 31, 2022	$20B	$20B	22	8	0	2	$9.3B
2020	Mar 31, 2021	$16B	$16B	15	5	0	2	$7.5B
2019	Mar 30, 2020	$13B	$13B	13	5	0	2	$6.1B
2018	Mar 29, 2019	$9.8B	$9.8B	12	3	0	2	$4.4B
2017	Mar 30, 2018	$8.4B	$8.4B	20	4	0	2	$4.0B
2016	Mar 31, 2017	$6.7B	$6.7B	14	3	n/a	2	$2.6B
2015	Mar 30, 2016	$5.6B	$5.6B	10	3	n/a	2	$2.4B
2014	Mar 31, 2015	$5.1B	$5.1B	8	2	n/a	2	$2.3B
2013	Mar 31, 2014	$4.3B	$4.3B	5	1	n/a	2	$1.8B
2012	Apr 1, 2013	$3.1B	$3.1B	5	1	n/a	2	$1.2B
2011	Mar 30, 2012	$2.5B	$2.5B	n/a	n/a	n/a	5	$3.7B

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	$11B	$13B	-20.7%	$12B	-4.6%	27	25	0	0

Relationships

Advises (5)

→ GENERATION IM GLOBAL EQUITY FUND LLCPrivate fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ GENERATION IM ASIA FUND LPPrivate fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ GENERATION IM GLOBAL EQUITY FUNDPrivate fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Mar 30, 2012factForm ADV
→ GENERATION IM CLIMATE SOLUTIONS FUND LPPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 30, 2012factForm ADV
→ GENERATION IM ASIA FUNDPrivate fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Mar 30, 2012factForm ADV

Controls (4)

← GORE, ALBERT, ARNOLDOwnerCHAIRMAN, ownership code NA, individual
Mar 30, 2012 to Mar 28, 2024factForm ADV
← LE DUC, COLIN, MARKOwnerPARTNER, HEAD OF US BUSINESS, ownership code NA, individual
Mar 30, 2018 to Mar 28, 2024factForm ADV
← BENNETT, GHESSYCKA, ALEXANDRIA LUCIENOwnerCHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, ownership code NA, individual
Dec 2, 2016 to Mar 28, 2024factForm ADV
← GENERATION INVESTMENT MANAGEMENT LLPOwnerPARTNER, ownership code E, foreign entity
Mar 30, 2012 to Mar 28, 2024factForm ADV

Dated events

Occurred
Mar 28, 2024
Regulatory AUM changed
Generation Investment Management Us Llp reported RAUM $15.4B, up 27% from $12.1B (2023-03-31 to 2024-03-28)
Form ADVobserved 4 days ago
$3.3B
Occurred
Mar 31, 2023
Regulatory AUM changed
Generation Investment Management Us Llp reported RAUM $12.1B, down 41% from $20.4B (2022-03-31 to 2023-03-31)
Form ADVobserved 4 days ago
$-8.3B
Occurred
Mar 31, 2022
Regulatory AUM changed
Generation Investment Management Us Llp reported RAUM $20.4B, up 27% from $16.0B (2021-03-31 to 2022-03-31)
Form ADVobserved 4 days ago
$4.4B
Occurred
Mar 30, 2020
Regulatory AUM changed
Generation Investment Management Us Llp reported RAUM $13.1B, up 34% from $9.8B (2019-03-29 to 2020-03-30)
Form ADVobserved 4 days ago
$3.3B
Occurred
Jan 17, 2019
Control person left
Jean Tamara Arnold (Co-President) no longer on Schedule A of Generation Investment Management Us Llp (listed 2018-04-03, absent 2019-01-17)
Form ADVobserved 4 days ago
Occurred
Jan 17, 2019
Control person left
(Nmn) Lisa Anderson (Chief Operating Officer) no longer on Schedule A of Generation Investment Management Us Llp (listed 2018-04-03, absent 2019-01-17)
Form ADVobserved 4 days ago
Occurred
Mar 30, 2018
Regulatory AUM changed
Generation Investment Management Us Llp reported RAUM $8.4B, up 25% from $6.7B (2017-09-29 to 2018-03-30)
Form ADVobserved 4 days ago
$1.7B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8fefa6ae-8780-70a9-6de2-67798ca78bba
First observed: Mar 30, 2012
Last observed: May 4, 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.

GENERATION INVESTMENT MANAGEMENT US LLP

CRD 132728

SAN FRANCISCO, CA

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:8fefa6ae-8780-70a9-6de2-67798ca78bba

Data as of May 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:00 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

GENERATION IM GLOBAL EQUITY FUND LLC

Hedge Fund

$8.4B

Mar 28, 2024

530

Mar 30, 2012

reported

021-81283

GENERATION IM GLOBAL EQUITY FUND

Hedge Fund

$2.0B

Mar 30, 2012

115

Mar 30, 2012

dropped

n/a

GENERATION IM CLIMATE SOLUTIONS FUND LP

Private Equity Fund

$616M

Mar 30, 2012

dropped

021-115714

GENERATION IM ASIA FUND LP

Hedge Fund

$515M

Mar 28, 2024

115

Mar 30, 2012

reported

021-158997

GENERATION IM ASIA FUND

Hedge Fund

$67.0M

Mar 30, 2012

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BENNETT, GHESSYCKA, ALEXANDRIA LUCIEN

CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER

yes

11/2016

Dec 2, 2016

Mar 28, 2024

GENERATION INVESTMENT MANAGEMENT LLP

Partner

yes

08/2004

Mar 30, 2012

Mar 28, 2024

GORE, ALBERT, ARNOLD

Chairman

yes

08/2004

Mar 30, 2012

Mar 28, 2024

LE DUC, COLIN, MARK

PARTNER, HEAD OF US BUSINESS

yes

10/2017

Mar 30, 2018

Mar 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

GENERATION INVESTMENT MANAGEMENT LLP

n/a

JUST CLIMATE LLP

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$11B

n/a

2024

Mar 28, 2025

$13B

n/a

2023

Mar 28, 2024

$15B

$8.9B

2022

Mar 31, 2023

$12B

$7.0B

2021

Mar 31, 2022

$20B

$9.3B

2020

Mar 31, 2021

$16B

$7.5B

2019

Mar 30, 2020

$13B

$6.1B

2018

Mar 29, 2019

$9.8B

$4.4B

2017

Mar 30, 2018

$8.4B

$4.0B

2016

Mar 31, 2017

$6.7B

n/a

$2.6B

2015

Mar 30, 2016

$5.6B

n/a

$2.4B

2014

Mar 31, 2015

$5.1B

n/a

$2.3B

2013

Mar 31, 2014

$4.3B

n/a

$1.8B

2012

Apr 1, 2013

$3.1B

n/a

$1.2B

2011

Mar 30, 2012

$2.5B

n/a

$3.7B

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$11B

$13B

-20.7%

$12B

-4.6%