GENERATE CAPITAL ADVISORS, PB LLC

CRD

318680

SEC file #

801-128744

EIN

—

DBA names

—

Economics

AUM

$737.2M

AUM band

$500M-$1B

AUM trajectory

'25 · $755.0M

'26 · $737.2M

'25'26

$755.0M → $737.2M▼ -2%

sec adv history

Client mix

Pooled Investment Vehicles

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 61 advisors

'26 · 11 advisors

'25'26

61 advisors → 11 advisors▼ -82%

sec adv history

Primary office

SAN FRANCISCO CA

Branches

—

Custodian & Brokerage

Primary custodian

JPMorganlow confidence

adv brochure

Services offered

Portfolio mgmt — pooled vehicles

Fee basis

% of AUMPerformance-based fees

Filings

Latest ADV filing

04/28/2026

ADV-W filed at

—

Website

—

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

GC ADVISORS HOLDING I, LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

GC ADVISORS HOLDING I, LLC

Gosselink, Robert, Scott Hoyer

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Registered

sec edgar

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (8)

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

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Jpmorgan	8
E*trade	4

adv brochure

Firm Has Custody

Yes

Mailing Office Differs

Trust Company Affiliate

Gosselink, Robert, Scott Hoyer

People (4)

8260587

Hogg, Madeleine

8179816

SEIDEL, SUSAN

6226016

HARSEERIT SINGH THETHI