Pamela Hegarty
Pamela Hegarty is a CFA-designated registered investment advisor at Intergeneration Capital Management, LLC, based in Andover, MA, with 14 years of industry experience. Pamela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $6.1M in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
ICM manages investments through two private funds, charging both asset-based management fees and performance-based fees. The annual management fee for the Intergeneration Global Fundamental Long Only Fund ranges from 0.99% to 0.65% depending on the size of the investment. The annual management fee for the Intergeneration International Long-Short Fund ranges from 1.50% to 1.15%, also depending on the investment size. ICM may also receive an annual performance fee equal to 20% of the net appreciation in the value of each investor’s shares in each fund in excess of a specified hurdle. Early redemption fees also apply.
Location
300 Brickstone Square, Suite 201, Andover, MA, 01810
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Intergeneration Capital Management, LLC
State Registrations1 state
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