← Tributary

GENERATION INVESTMENT MANAGEMENT US LLP

SAN FRANCISCO, CA · CRD 132728 · IAPD ↗ · 415 619 3242

$10.54BRegulatory AUM
10Advisory reps
27Employees
21Clients
n/aPlanning clients
3Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

72
April 2025 — GENERATION INVESTMENT MANAGEMENT US LLP grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
65
April 2024 — GENERATION INVESTMENT MANAGEMENT US LLP reported RAUM up 27% ($12.14B -> $15.39B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.