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Generation Investment Management LLP: investment adviser

Generation Investment Management LLP is an investment adviser registered with the SEC (file 802-77005, CRD 164371). What it reports on Form ADV: assets and clients, fees, owners, disciplinary history and its client brochure. From the SEC's Investment Adviser Public Disclosure site; read Oct 21, 2026.

Assets managed
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Discretionary
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Accounts
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Employees
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In advisory roles
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Disclosures
0

Company page · SEC adviser record · Full Form ADV (PDF)

The firm reports no custody of client cash or securities.

Form ADV Part 1A, Item 5, as filed on the SEC Investment Adviser Public Disclosure site; read Oct 21, 2026.

Who owns it

Schedule A lists direct owners of 5% or more (and officers who own a stake); Schedule B lists the owners of those owners.

Direct owners (Schedule A)

OwnerTypeRoleStakeSinceControlPublic company
David Wayland BloodPersonSenior partnerA 5% to 10%Oct 2004Yes
Mark (NMN) FergusonPersonPartner/co-chief investment officerA 5% to 10%Oct 2004Yes
Albert Arnold GorePersonPartner/chairmanA 5% to 10%Oct 2004Yes
Nicholas (NMN) KukrikaPersonPartnerA 5% to 10%Sep 2007Yes
Miguel Roger NogalesPersonPartner/co-chief investment officerA 5% to 10%May 2007Yes

Form ADV reports ownership in bands, not exact stakes: A means 5% to 10%, B 10% to 25%, C 25% to 50%, D 50% to 75%, E 75% or more. F marks a general partner, trustee or managing member, a role that controls the firm without a percentage. Owners of less than 5% are not listed.

Form ADV Schedules A and B, via the SEC Investment Adviser Public Disclosure site.

Disciplinary history

The firm answered No to every disciplinary question on Form ADV (Item 11).

The brochure

No brochure text was read for this firm.

Form ADV Part 2A, via the SEC Investment Adviser Public Disclosure site.