Generate Capital Advisors, Pb Llc
- Regulatory AUM
- $737M
- Discretionary
- $737M
- Clients
- 7
- Avg AUM / client
- $105M
- Accounts
- 7
- Employees
- 29
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 7 | $737M | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $100M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Generate Strategic Credit Fund I A, L.P. master | Private Equity Fund | Delaware | $100M | 1 |
People (9)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Carbonaro, Darryl, Jude | Chief Compliance Officer | Jun 2023 (3y) | Less than 5% | |
| Jacobs, Scott, Evan | Chief Executive Officer | Jun 2023 (3y) | Less than 5% | |
| Janhunen, Kristine, Elisabeth | Chief People Officer | Jun 2023 (3y) | Less than 5% | |
| Lehman, Brian, Douglas | Chief Financial Officer | Jun 2023 (3y) | Less than 5% | |
| Nguyen, Nam Tran, Thi | Chief Operating Officer | Jun 2023 (3y) | Less than 5% | |
| Ross, Jeffrey, Leonard | Chief Investment Officer, Infrastructure | Jun 2023 (3y) | Less than 5% | |
| Sonneborn, William, Charles | President | Dec 2023 (3y) | Less than 5% | |
| Bossange, Edward | Senior Managing Director | Sep 2024 (2y) | Less than 5% | |
| Tsang, Nancy, Huang | Chief Risk Officer | Sep 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Gc Advisors Holding I, Llc | Member | Jan 2022 | A | 75% or more |
| Generate Capital, Pbc | Member | Jan 2022 | B | ≈ 56.25% – 100% via Gc Advisors Holding I, Llc |
| Australiansuper Investments Fund No.2 | Shareholder | Aug 2021 | B | ≈ 14.06% – 50% via Generate Capital, Pbc |
| Australiansuper Investments Pty Ltd | Trustee | Oct 2006 | B | GP / trustee / elected manager of Australiansuper Investments Fund No.2 (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Generate Capital, Pbc: 75% – 100% of Gc Advisors Holding I, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Australiansuper Investments Fund No.2: 25% – 50% of Generate Capital, Pbc × 75% – 100% of Gc Advisors Holding I, Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $100M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Generate Strategic Credit Fund I A, L.P. | Private Equity Fund | $100M | $10.0M | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/28/2026 | 1.92 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 28, 2026.
View current Form ADV (SEC/IAPD) ↗