SourcingSourcing

GENERATIVE INVESTMENT PARTNERS LP

C33
CRD 312473·SEC 801-126311·GREENWICH, CT
AUM
$293.9M
$100M-$500M
Est. Revenue
$2.9M
@ 1% on AUM
Est. EBITDA
$882K
@ 30% margin
Est. Deal Value
$7.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GENERATIVE INVESTMENT PARTNERS LP
CRD
312473
SEC file #
801-126311
EIN
863015671
DBA names
—

Economics

AUM
$293.9M
AUM band
$100M-$500M
AUM trajectory
'23'26
$140.6M → $293.9M▲ +109%
Client mix
Pooled Investment Vehicles10

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'23'26
3 advisors → 3 advisors▬ 0%
Primary office
GREENWICH CT
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehiclesSecurity Ratings Or Pricing
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
generativeinvest.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
AMARO, ESTEBAN, CRISTIAN
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
AMARO, ESTEBAN, CRISTIAN
GROGAN, SEAN, ROBERT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GENERATIVEINVEST.COM
Rdap Domain Creation Date
2020-09-10T17:51:03Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001900931
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2021-12-23
Edgar Last Filing Date
2023-08-23
Edgar Form D Count
2
Edgar Form D Offerings
2023-08-232023-08-23 · 0000902664-23-004552
2021-12-232021-12-23 · 0000902664-21-005382

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan10
Goldman Sachs6
E*trade4
Morgan Stanley3
Edgar Addresses
Mailing
777 WEST PUTNAM AVENUEGREENWICH, CT 06830
Business
777 WEST PUTNAM AVENUEGREENWICH, CT 06830
Edgar EIN
863015671
Edgar Recent Filings
D/A2023-08-23 · 0000902664-23-004552
D2021-12-23 · 0000902664-21-005382
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-10T17:51:03Z
Rdap Domain Last Changed
2026-01-25T12:14:27Z
Rdap Nameservers
Dns1.p04.nsone.netDns2.p04.nsone.netDns3.p04.nsone.netDns4.p04.nsone.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2386278
Trust Company Affiliate
Yes

People (3)

3
AMARO, ESTEBAN, CRISTIAN
Direct Owner · 37.5%
2386278
GROGAN, SEAN, ROBERT
Direct Owner · 37.5%
2955959
Haider, Meher
Executive Officer · 2.5%
8242723