PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:44 AM ET

Sponsor Check › Sponsor group

G

Generation

One sponsor team, 14 deal companies · Dublin 2, Ireland (as filed: L2)

Grouped because: 33 shared people, 7 shared management entities, same business address (11 issuers), similar issuer names (14) (automatic match from the filings) · not the same sponsor?

14deal companies
$9.66Breported sold
1,281investors
70Form D filings
2009–2026active
1new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Mar 10, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Generation is a sponsor group of 14 issuers that PartnerFacts links to one sponsor (shared management entity, same business address, similar issuer names, shared people, same person name on both filings; automatic match from the filings), filing 70 Form D filings between Dec 2009 and Mar 2026.

What this means One team, 14 deal companies, about 17 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $9.66B to 1,281 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (14). Issuers are based in Ireland (as filed: L2) (4), CA (3), Cayman Islands (as filed: E9) (2), United Kingdom (as filed: X0) (2) and 2 more.

What this means $9.66B raised across the group, about $7.54M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Generation Investment Management LLP (11 issuers, executive officer and promoter, entity), David Blood (10 issuers, executive officer and director), Albert Gore (8 issuers, executive officer and director), Peter Harris (8 issuers, executive officer and director), Colin le Duc (6 issuers, executive officer) and 38 more.

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 1 new offering in the last 12 months; latest filing Mar 10, 2026.

What this means still raising money this year.

Adviser registration (Form ADV) on record: GENERATION INVESTMENT MANAGEMENT US LLP; GENERATION INVESTMENT MANAGEMENT LLP.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — 2 bankruptcy cases matching the name listed in Key records below.

What this means 2 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 70 public filings for Generation and found 15 differences, 6 worth asking the sponsor about: Amount sold went down between filings; Investor count went down between filings; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Generation has not run yet — it is joining a line of 39,646 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Generation..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

2 cases: 2 closed (disposition not in docket feed)

California V Generation Corp closed matched at sponsor-group level (Generation)
United States Bankruptcy Court, C.D. California · No. 2:04-bk-19992 · Filed May 3, 2004 · Closed Mar 18, 2010
Role of Generation Corp: Defendant · Outcome: Case closed 2010-03-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the group's state (CA); filed 2004, issuer incorporated 2012
Generation Corporation closed matched at sponsor-group level (Generation)
United States Bankruptcy Court, W.D. Washington · No. 01-17062 · Filed Jun 19, 2001 · Closed May 15, 2002
Role of Generation Corporation: Debtor · Outcome: Case closed 2002-05-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in WA (not the issuer's state); filed 2001, issuer incorporated 2012
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

15 differences found between the filings for Generation — 6 worth asking about (compared the newest 50 of 70 filings on Oct 24, 2026; older filings not covered)

Worth asking · Mar 10, 2022 – Mar 10, 2023

Amount sold went down between filings — Generation IM Fund PLC / Generation IM Global Equity Fund

The Mar 10, 2022 filing says $1,392,360,370 sold; the Mar 10, 2023 Form D/A says $122,585,077 sold — $1,269,775,293 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D/A (earlier) · Mar 10, 2022 ↗Form D/A (later) · Mar 10, 2023 ↗Generation IM Fund PLC / Generation IM Global Equity Fund — PartnerFacts page ↗
Sources
Worth asking · Mar 10, 2015 – Mar 11, 2016

Amount sold went down between filings — GENERATION IM GLOBAL EQUITY FUND LLC

The Mar 10, 2015 filing says $4,571,201,635 sold; the Mar 11, 2016 Form D/A says $1,807,298,389 sold — $2,763,903,246 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D/A (earlier) · Mar 10, 2015 ↗Form D/A (later) · Mar 11, 2016 ↗GENERATION IM GLOBAL EQUITY FUND LLC — PartnerFacts page ↗
Sources
Worth asking · Mar 10, 2022 – Mar 10, 2023

Investor count went down between filings — Generation IM Fund PLC / Generation IM Global Equity Fund

The Mar 10, 2022 filing reports 109 investors; the Mar 10, 2023 Form D/A reports 31 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Mar 10, 2022 ↗Form D/A (later) · Mar 10, 2023 ↗Generation IM Fund PLC / Generation IM Global Equity Fund — PartnerFacts page ↗
Sources
Note · Apr 11, 2014

Generation includes 2 deals that stopped filing before reaching their target

Generation IM Climate Solutions Fund (II) (US) L.P. (last filing Apr 11, 2014; $52,800,000 sold of $750,000,000); Generation IM Climate Solutions Fund II (Cayman), L.P. (last filing Apr 11, 2014; $247,307,500 sold of $750,000,000). Each has no filing in more than two years and reported under half its target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

Generation IM Climate Solutions Fund (II) (US) L.P. — PartnerFacts page ↗Generation IM Climate Solutions Fund II (Cayman), L.P. — PartnerFacts page ↗
Sources
Worth asking · Mar 10, 2015 – Aug 6, 2021

4 addresses are shared with 10+ issuers outside this group

25 other issuers file from the same address — Generation IM Long-term Equity Fund (USD), SCSP · 66 other issuers file from the same address — 2 member issuers (Generation IM Sustainable Solutions Fund III (B), L.P.; Generation IM Sustainable Solutions Fund III (A), L.P.) · 56 other issuers file from the same address — Generation IM Credit Feeder Fund I L.P. · 106 other issuers file from the same address — Generation IM Credit Feeder Fund II L.P.

What this means Many unrelated companies file from this address. Often a registered agent or a fund administrator; sometimes a shared office. Ask where the team actually works.

Generation IM Long-term Equity Fund (USD), SCSP — PartnerFacts page ↗EDGAR filer page · Generation IM Long-term Equity Fund (USD), SCSP ↗Generation IM Sustainable Solutions Fund III (B), L.P. — PartnerFacts page ↗Generation IM Sustainable Solutions Fund III (A), L.P. — PartnerFacts page ↗
Sources
Note · Nov 30, 2018 – Jan 7, 2022

4 Form Ds were filed more than 15 days after the first sale

Form D filed 46 days after the first sale — Generation IM Sustainable Solutions Fund IV (B), ILP · Form D filed 46 days after the first sale — Generation IM Sustainable Solutions Fund IV (A), ILP · Form D filed 18 days after the first sale — Generation IM Sustainable Solutions Fund III (A), L.P. · Form D filed 18 days after the first sale — Generation IM Sustainable Solutions Fund III (B), L.P.

What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.

Form D · Jan 7, 2022 ↗Generation IM Sustainable Solutions Fund IV (B), ILP — PartnerFacts page ↗Form D · Jan 7, 2022 ↗Generation IM Sustainable Solutions Fund IV (A), ILP — PartnerFacts page ↗
Sources
Note · Nov 30, 2018 – Jan 7, 2022

5 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — Generation IM Sustainable Solutions Fund IV (B), ILP (latest filing Jan 7, 2022) · No amendment in the last 12 months on an offering that may still be open — Generation IM Sustainable Solutions Fund IV (A), ILP (latest filing Jan 7, 2022) · No amendment in the last 12 months on an offering that may still be open — Generation IM Long-term Equity Fund (USD), SCSP (latest filing Aug 6, 2021) · No amendment in the last 12 months on an offering that may still be open — Generation IM Sustainable Solutions Fund III (A), L.P. (latest filing Dec 18, 2018) · No amendment in the last 12 months on an offering that may still be open — Generation IM Sustainable Solutions Fund III (B), L.P. (latest filing Dec 18, 2018)

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D · Jan 7, 2022 ↗Generation IM Sustainable Solutions Fund IV (B), ILP — PartnerFacts page ↗Form D · Jan 7, 2022 ↗Generation IM Sustainable Solutions Fund IV (A), ILP — PartnerFacts page ↗
Sources
Worth asking · Mar 11, 2016 – Mar 10, 2025

18 people are no longer listed on a later amendment

James Deeny is no longer listed on the Mar 10, 2025 amendment — Generation IM Fund PLC / Generation IM Asia Fund · James Deeny is no longer listed on the Mar 10, 2025 amendment — Generation IM Fund PLC / Generation IM Global Equity Fund · Lisa Anderson is no longer listed on the Mar 10, 2025 amendment — Generation IM Asia Fund LP · Lisa Anderson is no longer listed on the Mar 10, 2025 amendment — GENERATION IM GLOBAL EQUITY FUND LLC · David Blood is no longer listed on the Mar 10, 2021 amendment — Generation IM Fund PLC / Generation IM Asia Fund · and 13 more

What this means People leave; the issuer lists only current officers, directors and promoters. Ask why and who replaced them.

Form D/A · Mar 8, 2024 ↗Form D/A · Mar 10, 2025 ↗James Deeny — PartnerFacts page ↗Generation IM Fund PLC / Generation IM Asia Fund — PartnerFacts page ↗
Sources
Note · Mar 10, 2015 – Mar 11, 2016

Albert Gore's role changed at GENERATION IM GLOBAL EQUITY FUND LLC: director → executive officer

The Mar 10, 2015 filing lists Albert Gore as director; the Mar 11, 2016 Form D/A lists executive officer.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D/A · Mar 10, 2015 ↗Form D/A · Mar 11, 2016 ↗Albert Gore — PartnerFacts page ↗GENERATION IM GLOBAL EQUITY FUND LLC — PartnerFacts page ↗
Sources
Note · Dec 21, 2009 – Mar 7, 2014

Albert Gore's role changed at GENERATION IM GLOBAL EQUITY FUND LLC: executive officer → director

The Dec 21, 2009 filing lists Albert Gore as executive officer; the Mar 7, 2014 Form D/A lists director.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D/A · Dec 21, 2009 ↗Form D/A · Mar 7, 2014 ↗Albert Gore — PartnerFacts page ↗GENERATION IM GLOBAL EQUITY FUND LLC — PartnerFacts page ↗
Sources
Note · Dec 21, 2009 – Apr 28, 2011

Peter S. Knight is written 2 different ways on the filings

listed as "Peter S. Knight" on 21 filings (from Dec 21, 2009), and "Peter Knight" on 3 filings (from Apr 28, 2011).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D/A · Dec 21, 2009 ↗Form D · Apr 28, 2011 ↗Peter S. Knight — PartnerFacts page ↗
Sources
Note · Mar 10, 2017 – Mar 11, 2019

4 address changes between filings

Address moved from San Francisco, CA to London, United Kingdom (as filed: X0) — Generation IM Asia Fund LP · Address moved from San Francisco, CA to London, United Kingdom (as filed: X0) — GENERATION IM GLOBAL EQUITY FUND LLC · Address moved from London, United Kingdom (as filed: X0) to San Francisco, CA — Generation IM Asia Fund LP · Address moved from London, United Kingdom (as filed: X0) to San Francisco, CA — GENERATION IM GLOBAL EQUITY FUND LLC

What this means Businesses move. If you were told one city and the forms say another, ask which is current.

Form D/A · Mar 9, 2018 ↗Form D/A · Mar 11, 2019 ↗Generation IM Asia Fund LP — PartnerFacts page ↗Form D/A · Mar 9, 2018 ↗
Sources
Worth asking · Dec 21, 2009 – Dec 22, 2025

2 separate companies in this group use the same name: "GENERATION IM GLOBAL EQUITY FUND LLC"

CIK 1339131 (first filed Dec 21, 2009, San Francisco, CA); CIK 2101282 (first filed Dec 22, 2025, San Francisco, CA).

What this means Two legal entities with one name can make it unclear which one you invested in. Match the CIK and the SEC file number on your documents, not just the name.

GENERATION IM GLOBAL EQUITY FUND LLC — PartnerFacts page ↗Generation IM Global Equity Fund LP — PartnerFacts page ↗EDGAR filer page · CIK 1339131 ↗EDGAR filer page · CIK 2101282 ↗
Sources
Note · Apr 11, 2014 – Mar 10, 2026

Member companies were formed in 5 different states

Delaware (5), Ireland (4), Cayman Islands (2), Guernsey (2), Luxembourg (1) — out of 14 member issuers. The odd ones out: Generation IM Fund PLC / Generation IM Asia Fund (Ireland); Generation IM Fund PLC / Generation IM Global Equity Fund (Ireland); Generation IM Credit Feeder Fund II L.P. (Cayman Islands); Generation IM Climate Solutions Fund II (Cayman), L.P. (Cayman Islands); Generation IM Sustainable Solutions Fund III (B), L.P. (Guernsey); Generation IM Sustainable Solutions Fund III (A), L.P. (Guernsey).

What this means Sponsors often form each deal company in Delaware or Wyoming no matter where the property is. A mix is common; it just tells you which state's rules each company lives under.

Generation — sponsor group page ↗Generation IM Fund PLC / Generation IM Asia Fund — PartnerFacts page ↗Generation IM Fund PLC / Generation IM Global Equity Fund — PartnerFacts page ↗Generation IM Credit Feeder Fund II L.P. — PartnerFacts page ↗
Sources
Note · Apr 11, 2014 – Mar 10, 2026

Member companies list addresses in 6 different states

Ireland (as filed: L2) (4), CA (3), Cayman Islands (as filed: E9) (2), United Kingdom (as filed: X0) (2), Guernsey (as filed: Y7) (2), Luxembourg (as filed: N4) (1). 2 members use a registered-agent or shared-office address: Generation IM Credit Feeder Fund I L.P. (Ugland House, Box 309, Grand Cayman, Cayman Islands (as filed: E9)); Generation IM Credit Feeder Fund II L.P. (Box 309, Ugland House, Grand Cayman, Cayman Islands (as filed: E9)).

What this means A registered agent's address is a mailbox, not where the team works. The other address is more likely the real office — ask which one is.

Generation — sponsor group page ↗Generation IM Credit Feeder Fund I L.P. — PartnerFacts page ↗Generation IM Credit Feeder Fund II L.P. — PartnerFacts page ↗GENERATION IM GLOBAL EQUITY FUND LLC — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 70 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

1 of 14 offerings reports sales commissions totalling $101,025; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Mar 10, 2026 D/A
GENERATION IM GLOBAL EQUITY FUND LLC
File 021-81283
$0$0$0None listed on this filingEDGAR ↗
Mar 10, 2026 D/A
Generation IM Asia Fund LP
File 021-158997
$0$0$0None listed on this filingEDGAR ↗
Mar 10, 2026 D/A
Generation IM Fund PLC / Generation IM Global Equity Fund
File 021-183115
$0$0$0None listed on this filingEDGAR ↗
Mar 10, 2026 D/A
Generation IM Fund PLC / Generation IM Asia Fund
File 021-183122
$0$0$0None listed on this filingEDGAR ↗
Dec 22, 2025 D
Generation IM Global Equity Fund LP
File 021-567800
$0$0$0None listed on this filingEDGAR ↗
Jan 7, 2022 D
Generation IM Sustainable Solutions Fund IV (A), ILP
File 021-428400
$0$0$0None listed on this filingEDGAR ↗
Jan 7, 2022 D
Generation IM Sustainable Solutions Fund IV (B), ILP
File 021-428486
$0$0$0None listed on this filingEDGAR ↗
Aug 6, 2021 D
Generation IM Long-term Equity Fund (USD), SCSP
File 021-409132
$101,025 (est.)$0$0Campbell Lutyens & Co. Inc. BrokerCheck CRD 133376 ↗EDGAR ↗
Dec 18, 2018 D
Generation IM Sustainable Solutions Fund III (B), L.P.
File 021-328209
$0$0$0None listed on this filingEDGAR ↗
Dec 18, 2018 D
Generation IM Sustainable Solutions Fund III (A), L.P.
File 021-328208
$0$0$0None listed on this filingEDGAR ↗
Mar 10, 2015 D/A
Generation IM Credit Feeder Fund I L.P.
File 021-187843
$0$0$0
The General Partner shall receive a management fee of a certain percentage per annum calculated and payable semi-annually.
None listed on this filingEDGAR ↗
Mar 10, 2015 D/A
Generation IM Credit Feeder Fund II L.P.
File 021-187844
$0$0$0
The General Partner shall receive a management fee of a certain percentage per annum calculated and paayble semi-annually.
None listed on this filingEDGAR ↗
Apr 11, 2014 D
Generation IM Climate Solutions Fund (II) (US) L.P.
File 021-215443
$0$0$0
The Investment Manager will receive a management fee of a certain percentage per annum and the Special Limited Partner will receive a carried interest of a certain percentage of income and capital proceeds.
None listed on this filingEDGAR ↗
Apr 11, 2014 D
Generation IM Climate Solutions Fund II (Cayman), L.P.
File 021-215444
$0$0$0
The Investment Manager will receive a management fee of a certain percentage per annum and the Special Limited Partner will receive a carried interest of a certain percentage of income and capital proceeds.
None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 14 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 24, 2026, 9:34 AM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Generation in the sources searched.

Not found in sources searched as of Oct 24, 2026, 9:34 AM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Harris County TX (HCAD ownership rolls 2005–2026) — 1,032,426 records, loaded Oct 24, 2026, 8:00 AM ET; Dallas County TX (DCAD ownership rolls 2021–2027) — 285,535 records, loaded Oct 24, 2026, 8:20 AM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll) — 514,336 records, loaded Oct 24, 2026, 8:25 AM ET; King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published) — 538,619 records, loaded Oct 24, 2026, 8:27 AM ET; Cook County IL (Assessor sale records 1982–2026 + ownership rolls 2014–2026) — 1,031,843 records, loaded Oct 24, 2026, 9:05 AM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2005–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership rolls 2021–2027); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll); King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published); Cook County IL (Assessor sale records 1982–2026 + ownership rolls 2014–2026); also looked up per issuer when its page is viewed. Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 9:05 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 8:30 AM ET; King County WA Assessor Real Property Sales extract (EXTR_RPSale.csv) Oct 24, 2026, 8:27 AM ET; Florida DOR NAL roll (Palm Beach 60) Oct 24, 2026, 8:25 AM ET; Florida DOR NAL roll (Broward 16) Oct 24, 2026, 8:24 AM ET; Florida DOR NAL roll (Dade 23) Oct 24, 2026, 8:23 AM ET; Florida DOR NAL roll (Hillsborough 39) Oct 24, 2026, 8:21 AM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 24, 2026, 8:20 AM ET; Harris County Appraisal District real_acct.txt Oct 24, 2026, 8:00 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗GI GENERATION IM GLOBAL EQUITY FUND LLCshared people, same person name on both filings, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund14$6,183,090,912
offering Indefinite · similar: $155,000–$5,250,000
672
similar: 4–27
$3,000,000
similar: $1,000–$100,000
2009–2026
EDGAR ↗GI Generation IM Asia Fund LPshared people, same person name on both filings, shared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund14$602,104,474
offering Indefinite · similar: $155,000–$5,250,000
182
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2011–2026
EDGAR ↗GI Generation IM Fund PLC / Generation IM Global Equity Fundshared people, same person name on both filings, shared management entity, same business address, similar issuer namesDUBLIN 2, Ireland (as filed: L2)Pooled Investment Fund15$1,886,010,370
offering Indefinite · similar: $155,000–$5,250,000
135
similar: 4–27
$3,000,000
similar: $1,000–$100,000
2012–2026
EDGAR ↗GI Generation IM Fund PLC / Generation IM Asia Fundshared people, same person name on both filings, shared management entity, same business address, similar issuer namesDUBLIN 2, Ireland (as filed: L2)Pooled Investment Fund13$99,885,077
offering Indefinite · similar: $155,000–$5,250,000
31
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2012–2026
EDGAR ↗GI Generation IM Credit Feeder Fund I L.P.shared people, same person name on both filings, shared management entity, similar issuer namesGRAND CAYMAN, Cayman Islands (as filed: E9)Pooled Investment Fund3$21,040,000
offering Indefinite · similar: $155,000–$5,250,000
10
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2012–2015
EDGAR ↗GI Generation IM Credit Feeder Fund II L.P.shared people, same person name on both filings, shared management entity, similar issuer namesGRAND CAYMAN, Cayman Islands (as filed: E9)Pooled Investment Fund3$2,000,000
offering Indefinite · similar: $155,000–$5,250,000
1
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2012–2015
EDGAR ↗GI Generation IM Climate Solutions Fund II (Cayman), L.P.shared people, same person name on both filings, shared management entity, same business address, similar issuer namesLONDON, United Kingdom (as filed: X0)Pooled Investment Fund1$247,307,500
offering $750,000,000 · similar: $155,000–$5,250,000
54
similar: 4–27
$3,000,000
similar: $1,000–$100,000
2014–2014
EDGAR ↗GI Generation IM Climate Solutions Fund (II) (US) L.P.shared people, same person name on both filings, shared management entity, same business address, similar issuer namesLONDON, United Kingdom (as filed: X0)Pooled Investment Fund1$52,800,000
offering $750,000,000 · similar: $155,000–$5,250,000
36
similar: 4–27
$3,000,000
similar: $1,000–$100,000
2014–2014
EDGAR ↗GI Generation IM Sustainable Solutions Fund III (B), L.P.shared people, same person name on both filings, shared management entity, same business address, similar issuer namesST PETER PORT, Guernsey (as filed: Y7)Pooled Investment Fund1$50,000,000
offering Indefinite · similar: $155,000–$5,250,000
15
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2018
EDGAR ↗GI Generation IM Sustainable Solutions Fund III (A), L.P.shared people, same person name on both filings, shared management entity, same business address, similar issuer namesST PETER PORT, Guernsey (as filed: Y7)Pooled Investment Fund1$69,950,000
offering Indefinite · similar: $155,000–$5,250,000
33
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2018
EDGAR ↗GI Generation IM Long-term Equity Fund (USD), SCSPshared management entity, similar issuer namesLEUDELANGE, Luxembourg (as filed: N4)Pooled Investment Fund1$80,960,000
offering Indefinite · similar: $155,000–$5,250,000
5
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2021–2021
EDGAR ↗GI Generation IM Sustainable Solutions Fund IV (A), ILPshared management entity, same business address, similar issuer namesDUBLIN 2, Ireland (as filed: L2)Pooled Investment Fund1$267,147,500
offering Indefinite · similar: $155,000–$5,250,000
75
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗GI Generation IM Sustainable Solutions Fund IV (B), ILPshared management entity, same business address, similar issuer namesDUBLIN 2, Ireland (as filed: L2)Pooled Investment Fund1$82,500,000
offering Indefinite · similar: $155,000–$5,250,000
29
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2022
EDGAR ↗GI Generation IM Global Equity Fund LPshared management entity, same business address, similar issuer namesSAN FRANCISCO, CAPooled Investment Fund1$17,500,000
offering Indefinite · similar: $155,000–$5,250,000
3
similar: 4–27
$3,000,000
similar: $1,000–$100,000
2025–2025

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Mar 10, 2026Generation IM Fund PLC / Generation IM Asia FundD/APooled Investment FundIndefinite$99,885,077
EDGAR ↗Mar 10, 2026Generation IM Asia Fund LPD/APooled Investment FundIndefinite$602,104,474
EDGAR ↗Mar 10, 2026Generation IM Fund PLC / Generation IM Global Equity FundD/APooled Investment FundIndefinite$1,886,010,370
EDGAR ↗Mar 10, 2026GENERATION IM GLOBAL EQUITY FUND LLCD/APooled Investment FundIndefinite$6,183,090,912
EDGAR ↗Dec 22, 2025Generation IM Global Equity Fund LPDPooled Investment FundIndefinite$17,500,000
EDGAR ↗Mar 10, 2025GENERATION IM GLOBAL EQUITY FUND LLCD/APooled Investment FundIndefinite$6,060,985,912
EDGAR ↗Mar 10, 2025Generation IM Fund PLC / Generation IM Asia FundD/APooled Investment FundIndefinite$99,885,077
EDGAR ↗Mar 10, 2025Generation IM Fund PLC / Generation IM Global Equity FundD/APooled Investment FundIndefinite$1,830,710,370
EDGAR ↗Mar 10, 2025Generation IM Asia Fund LPD/APooled Investment FundIndefinite$600,104,474
EDGAR ↗Mar 8, 2024GENERATION IM GLOBAL EQUITY FUND LLCD/APooled Investment FundIndefinite$5,854,866,547
EDGAR ↗Mar 8, 2024Generation IM Asia Fund LPD/APooled Investment FundIndefinite$594,254,474
EDGAR ↗Mar 8, 2024Generation IM Fund PLC / Generation IM Global Equity FundD/APooled Investment FundIndefinite$1,730,260,370
EDGAR ↗Mar 8, 2024Generation IM Fund PLC / Generation IM Asia FundD/APooled Investment FundIndefinite$99,135,077
EDGAR ↗Mar 13, 2023Generation IM Fund PLC / Generation IM Global Equity FundD/APooled Investment FundIndefinite$1,533,760,370
EDGAR ↗Mar 10, 2023GENERATION IM GLOBAL EQUITY FUND LLCD/APooled Investment FundIndefinite$5,376,361,547
EDGAR ↗Mar 10, 2023Generation IM Fund PLC / Generation IM Global Equity FundD/APooled Investment FundIndefinite$122,585,077
EDGAR ↗Mar 10, 2023Generation IM Asia Fund LPD/APooled Investment FundIndefinite$592,729,474
EDGAR ↗Mar 10, 2022GENERATION IM GLOBAL EQUITY FUND LLCD/APooled Investment FundIndefinite$4,581,623,697
EDGAR ↗Mar 10, 2022Generation IM Fund PLC / Generation IM Global Equity FundD/APooled Investment FundIndefinite$1,392,360,370
EDGAR ↗Mar 10, 2022Generation IM Fund PLC / Generation IM Asia FundD/APooled Investment FundIndefinite$93,585,077
EDGAR ↗Mar 10, 2022Generation IM Asia Fund LPD/APooled Investment FundIndefinite$545,829,474
EDGAR ↗Jan 7, 2022Generation IM Sustainable Solutions Fund IV (B), ILPDPooled Investment FundIndefinite$82,500,000
EDGAR ↗Jan 7, 2022Generation IM Sustainable Solutions Fund IV (A), ILPDPooled Investment FundIndefinite$267,147,500
EDGAR ↗Aug 6, 2021Generation IM Long-term Equity Fund (USD), SCSPDPooled Investment FundIndefinite$80,960,000
EDGAR ↗Mar 10, 2021GENERATION IM GLOBAL EQUITY FUND LLCD/APooled Investment FundIndefinite$3,755,572,527
EDGAR ↗Mar 10, 2021Generation IM Fund PLC / Generation IM Global Equity FundD/APooled Investment FundIndefinite$779,910,370
EDGAR ↗Mar 10, 2021Generation IM Fund PLC / Generation IM Asia FundD/APooled Investment FundIndefinite$75,118,411
EDGAR ↗Mar 10, 2021Generation IM Asia Fund LPD/APooled Investment FundIndefinite$479,521,141
EDGAR ↗Mar 9, 2020GENERATION IM GLOBAL EQUITY FUND LLCD/APooled Investment FundIndefinite$3,357,408,394
EDGAR ↗Mar 9, 2020Generation IM Asia Fund LPD/APooled Investment FundIndefinite$432,921,141
EDGAR ↗Mar 9, 2020Generation IM Fund PLC / Generation IM Global Equity FundD/APooled Investment FundIndefinite$708,910,370
EDGAR ↗Mar 9, 2020Generation IM Fund PLC / Generation IM Asia FundD/APooled Investment FundIndefinite$68,928,411
EDGAR ↗Mar 11, 2019Generation IM Fund PLC / Generation IM Global Equity FundD/APooled Investment FundIndefinite$617,210,370
EDGAR ↗Mar 11, 2019Generation IM Fund PLC / Generation IM Asia FundD/APooled Investment FundIndefinite$46,978,411
EDGAR ↗Mar 11, 2019Generation IM Asia Fund LPD/APooled Investment FundIndefinite$314,371,141
EDGAR ↗Mar 11, 2019GENERATION IM GLOBAL EQUITY FUND LLCD/APooled Investment FundIndefinite$3,012,511,169
EDGAR ↗Dec 18, 2018Generation IM Sustainable Solutions Fund III (A), L.P.DPooled Investment FundIndefinite$69,950,000
EDGAR ↗Dec 18, 2018Generation IM Sustainable Solutions Fund III (B), L.P.DPooled Investment FundIndefinite$50,000,000
EDGAR ↗Mar 9, 2018Generation IM Fund PLC / Generation IM Asia FundD/APooled Investment FundIndefinite$30,978,411
EDGAR ↗Mar 9, 2018Generation IM Asia Fund LPD/APooled Investment FundIndefinite$219,883,881
EDGAR ↗Mar 9, 2018Generation IM Fund PLC / Generation IM Global Equity FundD/APooled Investment FundIndefinite$425,210,370
EDGAR ↗Mar 9, 2018GENERATION IM GLOBAL EQUITY FUND LLCD/APooled Investment FundIndefinite$2,454,317,309
EDGAR ↗Mar 10, 2017Generation IM Fund PLC / Generation IM Asia FundD/APooled Investment FundIndefinite$25,288,411
EDGAR ↗Mar 10, 2017Generation IM Fund PLC / Generation IM Global Equity FundD/APooled Investment FundIndefinite$298,210,370
EDGAR ↗Mar 10, 2017Generation IM Asia Fund LPD/APooled Investment FundIndefinite$122,909,021
EDGAR ↗Mar 10, 2017GENERATION IM GLOBAL EQUITY FUND LLCD/APooled Investment FundIndefinite$1,902,265,898
EDGAR ↗Mar 11, 2016Generation IM Fund PLC / Generation IM Asia FundD/APooled Investment FundIndefinite$20,028,411
EDGAR ↗Mar 11, 2016Generation IM Asia Fund LPD/APooled Investment FundIndefinite$95,984,021
EDGAR ↗Mar 11, 2016Generation IM Fund PLC / Generation IM Global Equity FundD/APooled Investment FundIndefinite$287,210,370
EDGAR ↗Mar 11, 2016GENERATION IM GLOBAL EQUITY FUND LLCD/APooled Investment FundIndefinite$1,807,298,389
EDGAR ↗Mar 10, 2015Generation IM Credit Feeder Fund II L.P.D/APooled Investment FundIndefinite$2,000,000
EDGAR ↗Mar 10, 2015Generation IM Credit Feeder Fund I L.P.D/APooled Investment FundIndefinite$21,040,000
EDGAR ↗Mar 10, 2015Generation IM Fund PLC / Generation IM Asia FundD/APooled Investment FundIndefinite$2,028,411
EDGAR ↗Mar 10, 2015Generation IM Asia Fund LPD/APooled Investment FundIndefinite$40,771,546
EDGAR ↗Mar 10, 2015Generation IM Fund PLC / Generation IM Global Equity FundD/APooled Investment FundIndefinite$272,485,399
EDGAR ↗Mar 10, 2015GENERATION IM GLOBAL EQUITY FUND LLCD/APooled Investment FundIndefinite$4,571,201,635
EDGAR ↗Apr 11, 2014Generation IM Climate Solutions Fund II (Cayman), L.P.DPooled Investment Fund$750,000,000$247,307,500
EDGAR ↗Apr 11, 2014Generation IM Climate Solutions Fund (II) (US) L.P.DPooled Investment Fund$750,000,000$52,800,000
EDGAR ↗Mar 7, 2014Generation IM Credit Feeder Fund II L.P.D/APooled Investment FundIndefinite$2,000,000
EDGAR ↗Mar 7, 2014Generation IM Credit Feeder Fund I L.P.D/APooled Investment FundIndefinite$21,040,000
EDGAR ↗Mar 7, 2014Generation IM Fund PLC / Generation IM Global Equity FundD/APooled Investment FundIndefinite$243,985,399
EDGAR ↗Mar 7, 2014Generation IM Fund PLC / Generation IM Asia FundD/APooled Investment FundIndefinite$2,028,411
EDGAR ↗Mar 7, 2014Generation IM Asia Fund LPD/APooled Investment FundIndefinite$36,671,546
EDGAR ↗Mar 7, 2014GENERATION IM GLOBAL EQUITY FUND LLCD/APooled Investment FundIndefinite$1,448,753,705
EDGAR ↗Dec 4, 2012Generation IM Credit Feeder Fund II L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Dec 4, 2012Generation IM Credit Feeder Fund I L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Aug 23, 2012Generation IM Fund PLC / Generation IM Asia FundDPooled Investment FundIndefinite$2,028,411
EDGAR ↗Aug 22, 2012Generation IM Fund PLC / Generation IM Global Equity FundDPooled Investment FundIndefinite$160,443,840
EDGAR ↗Apr 28, 2011Generation IM Asia Fund LPDPooled Investment FundIndefinite$2,246,521
EDGAR ↗Dec 21, 2009GENERATION IM GLOBAL EQUITY FUND LLCD/APooled Investment FundIndefinite$654,128,290

Activity: 1 new offering in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Mar 10, 2026. Industry history, as reported on each offering's latest filing: All 14 offerings reported: Pooled Investment Fund (2009–2025).

People across the group

NameRolesIssuers hereFirst → last listed
GI Generation Investment Management LLP entityPromoter, Executive Officer11Aug 22, 2012 → Mar 10, 2026
DB David BloodExecutive Officer, Director10Dec 21, 2009 → Mar 10, 2026
PH Peter HarrisExecutive Officer, Director8Dec 21, 2009 → Mar 10, 2026
AG Albert GoreExecutive Officer, Director8Dec 21, 2009 → Mar 10, 2026
MN Miguel NogalesExecutive Officer6Dec 21, 2009 → Mar 10, 2026
MF Mark FergusonExecutive Officer6Dec 21, 2009 → Mar 10, 2026
LA Lisa AndersonExecutive Officer6Dec 4, 2012 → Mar 8, 2024
PK Peter S. KnightExecutive Officer, Director6Dec 21, 2009 → Mar 9, 2020
CD Colin le DucExecutive Officer6Dec 21, 2009 → Dec 18, 2018
AM Alex MarshallExecutive Officer4Mar 7, 2014 → Mar 10, 2026
EG Esther GilmoreExecutive Officer4Dec 18, 2018 → Mar 10, 2026
HM Hans A. MehnExecutive Officer4Dec 4, 2012 → Apr 11, 2014
GI Generation Investment Management US LLP entityPromoter3Dec 21, 2009 → Mar 10, 2026
MR Mike RamsayExecutive Officer3Mar 7, 2014 → Mar 10, 2015
EC EIMEAR COWHEYDirector2Mar 10, 2021 → Mar 10, 2026
CL Colin LeDucExecutive Officer2Mar 7, 2014 → Mar 10, 2026
GB Ghessycka Lucien BennettDirector2Mar 10, 2017 → Mar 10, 2026
FL Flavia LugangiraDirector2Mar 11, 2019 → Mar 10, 2026
LP Lila PrestonExecutive Officer2Mar 10, 2021 → Mar 10, 2026
FN Fiona NangleDirector2Mar 10, 2021 → Mar 10, 2026
NK Nicholas KukrikaExecutive Officer2Mar 8, 2024 → Mar 10, 2026
CB Clara BarbyExecutive Officer2Mar 8, 2024 → Mar 10, 2026
TH Tom HodgesExecutive Officer2Mar 8, 2024 → Mar 10, 2026
RK Ruth KentExecutive Officer2Mar 8, 2024 → Mar 10, 2026
PJ Puja JainExecutive Officer2Mar 10, 2025 → Mar 10, 2026
MM Michael MorrisDirector2Mar 10, 2025 → Mar 10, 2026
JD James DeenyDirector2Aug 22, 2012 → Mar 8, 2024
GI Generation IM Sustainable Solutions GP IV Limited entityExecutive Officer2Jan 7, 2022 → Jan 7, 2022
AM Alexander MarshallExecutive Officer2Dec 18, 2018 → Dec 18, 2018
GI Generation IM Sustainable Solutions GP III Limited entityPromoter2Dec 18, 2018 → Dec 18, 2018
TA Tamara ArnoldExecutive Officer2Mar 11, 2016 → Mar 9, 2018
MR Mike RamseyExecutive Officer2Mar 7, 2014 → Mar 10, 2017
GI Generation Investment Management I GP L.P. entityPromoter2Dec 4, 2012 → Mar 10, 2015
MR Michael RamsayExecutive Officer2Dec 4, 2012 → Mar 10, 2015
GI Generation IM Climate Solutions Fund II GP, Ltd. entityPromoter2Apr 11, 2014 → Apr 11, 2014
GI Generation IM Climate Solutions SLP II, L.P. entityPromoter2Apr 11, 2014 → Apr 11, 2014
DL David LowishExecutive Officer2Apr 11, 2014 → Apr 11, 2014
JC Julian CurtisExecutive Officer2Dec 4, 2012 → Dec 4, 2012
SB Simon BarnesDirector2Dec 4, 2012 → Dec 4, 2012
WM William McCannDirector2Aug 22, 2012 → Aug 23, 2012
GI Generation IM LTE GP S.a.r.l. entityExecutive Officer1Aug 6, 2021 → Aug 6, 2021
CD Colins Le DucExecutive Officer1Mar 7, 2014 → Mar 10, 2015
CD Collin le DucExecutive Officer1Apr 11, 2014 → Apr 11, 2014

Business registration (state registry / Secretary of State)

None of the 14 issuers has a record in the registries searched.

Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file). A registry listing is the state's own record of the entity; it says nothing about the offering itself.

Adviser registration (Form ADV)

GENERATION INVESTMENT MANAGEMENT US LLP — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Oct 22, 2004 · SEC file 801-63595 · Main office: SAN FRANCISCO, CA · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $10,540,987,729 as reported on Form ADV filed May 4, 2026 (Item 5.F(2)(c)) · 13 accounts (Item 5.F(2)(f))

Websites listed on Form ADV (Item 1.I): medium.com/@generationim ↗

Item 11 disclosure questions as answered on Form ADV filed May 4, 2026: 0 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.

Matched on management entity listed on Form D = adviser name, same state (CA) · Form ADV data: SEC Investment Adviser Information Report (SEC-registered advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET

GENERATION INVESTMENT MANAGEMENT LLP — Exempt reporting adviser · SEC registration status as reported: “ERA - Active” since Jul 31, 2012 · SEC file 802-77005 · Main office: LONDON · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: Not reported — exempt reporting advisers do not complete Form ADV Item 5.

Websites listed on Form ADV (Item 1.I): www.generationim.com ↗

Item 11 disclosure questions as answered on Form ADV filed May 4, 2026: 0 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.

Matched on management entity listed on Form D = adviser name, no state to compare, issuer filed in L2 · Form ADV data: SEC Investment Adviser Information Report (exempt reporting advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET

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