Capital Generation Partners (CapGen) offers investment management and advisory services, including asset allocation, investment selection, portfolio construction, risk management, and reporting. CapGen constructs portfolios from scratch to fit each client's needs. CapGen also manages the Partners Portfolio and PCP Luxembourg fund, but these are not sold to US clients.
Assets Under Management$4.1B
Clients30
AdvisorsN/A
Avg. per Client$140M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$20M
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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