Insights

Niche Market Focus Generation Capital Management specializes in providing customized investment solutions and fiduciary consulting primarily to a diverse array of institutional clients such as not-for-profits, trusts, governmental entities, and retirement plans, indicating opportunities in tailored financial technology integrations.

Recent Asset Acquisition The company's recent investment stake in PUTNAM MUN OPPO signals an active approach to expanding asset portfolios, suggesting openness to strategic partnerships or new product offerings in municipal and fixed-income markets.

Financial Performance Range With an annual revenue between 1 million and 10 million dollars and a small team of 2-10 employees, GCM demonstrates a manageable scale that could benefit from targeted technology solutions to improve operational efficiency and client service.

Technology Stack Usage Utilizing modern digital tools like Cloudflare, Google Tag Manager, and Squarespace indicates an openness to digital engagement and data-driven marketing, representing prospects for enhanced digital solutions and client analytics tools.

Industry Networking Positioned among large-scale asset managers with extensive employee bases, GCM could be a strategic partner or client for scalable fintech integrations, compliance solutions, or specialized investment analytics to support growth and regulatory adherence.

Similar companies to Generation Capital Management, LLC

Generation Capital Management, LLC Tech Stack

Generation Capital Management, LLC uses 8 technology products and services including Facebook Pixel, Cloudflare, Open Graph, and more. Explore Generation Capital Management, LLC's tech stack below.

Facebook Pixel
Analytics
Cloudflare
Content Management System
Open Graph
Content Management System
Squarespace Commerce
E-commerce
Cart Functionality
E-commerce
Google Fonts API
Font Scripts
JSON-LD
Javascript Frameworks
Google Tag Manager
Tag Management

Media & News

Gencapmgmt invests into assets: stake in PUTNAM MUN OPPO in the amount of $232K.
Finally, Generation Capital Management LLC acquired a new stake in PUTNAM MUN OPPO in the fourth quarter valued at $232,000.
Jul 31, 2025 | www.etfdailynews.com

Generation Capital Management, LLC's Email Address Formats

Generation Capital Management, LLC uses at least 1 format(s):

Generation Capital Management, LLC Email Formats	Example	Percentage
FLast@gencapmgmt.com	JDoe@gencapmgmt.com	40%
First.Last@gencapmgmt.com	John.Doe@gencapmgmt.com	10%
FLast@gencapmgmt.com	JDoe@gencapmgmt.com	40%
First.Last@gencapmgmt.com	John.Doe@gencapmgmt.com	10%

Frequently Asked Questions

Where is Generation Capital Management, LLC's headquarters located?

Generation Capital Management, LLC's main headquarters is located at 1163 Pittsford Victor Road 100 Pittsford, New York 14534 United States. The company has employees across 1 continents, including North America.

What is Generation Capital Management, LLC's phone number?

You can contact Generation Capital Management, LLC's main corporate office by phone at

+1-585-232-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Generation Capital Management, LLC's official website and social media links?

Generation Capital Management, LLC's official website is gencapmgmt.com and has social profiles on LinkedIn.

How much revenue does Generation Capital Management, LLC generate?

As of February 2026, Generation Capital Management, LLC's annual revenue is estimated to be $218K.

What is Generation Capital Management, LLC's SIC code NAICS code?

Generation Capital Management, LLC's SIC code is 8741 - Management Services NAICS code is 52 - Finance and Insurance.

How many employees does Generation Capital Management, LLC have currently?

As of February 2026, Generation Capital Management, LLC has approximately 5 employees across 1 continents, including North America. Key team members include Chief Operations Officer: R. W.President And Chief Executive Officer: T. A.President: S. N.. Explore Generation Capital Management, LLC's employee directory with LeadIQ.

What industry does Generation Capital Management, LLC belong to?

Generation Capital Management, LLC operates in the Financial Services industry.

What technology does Generation Capital Management, LLC use?

Generation Capital Management, LLC's tech stack includes Facebook PixelCloudflareOpen GraphSquarespace CommerceCart FunctionalityGoogle Fonts APIJSON-LDGoogle Tag Manager.

What is Generation Capital Management, LLC's email format?

Generation Capital Management, LLC's email format typically follows the pattern of FLast@gencapmgmt.com. Find more Generation Capital Management, LLC email formats with LeadIQ.

When was Generation Capital Management, LLC founded?

Generation Capital Management, LLC was founded in 2003.

Generation Capital Management, LLC

Q: What technology does Generation Capital Management, LLC use?

Generation Capital Management, LLC's tech stack includes Google Analytics, HubSpot, Squarespace Commerce, Google Maps, Stimulus.

Financial ServicesNew York, United States2-10 Employees

Generation Capital Management is an independent, SEC-Registered Investment Advisor located in Rochester, NY. Since 2003, we have provided value to our clients through a premium level of investment service and an effective investment process. GCM provides customized investment solutions and advice to help investors meet their increasingly demanding financial needs. We serve a wide variety of clients, including:

Individuals • Trusts and Estates • Not-for-Profit Organizations • Corporations • Defined Contribution 457 Plans • 403(b) Plans • 401(k) Plans • Government Entities • Foundations


OUR SERVICES FALL INTO SEVERAL CATEGORIES:

ASSET MANAGEMENT

RETIREMENT PLAN FIDUCIARY CONSULTING

HOLISTIC FINANCIAL PLANNING

403(B) PARTICIPANT SERVICES

Terms of Use:
https://bit.ly/GenCapSocial

Company Overview

Headquarters: 1163 Pittsford Victor Road 100 Pittsford, New York 14534 United States
Phone number: +1-585-232-****
Website: gencapmgmt.com
SIC Code: 8741 - Management Services
NAICS Code: 52 - Finance and Insurance
Founded: 2003
Employees: 2-10