Third Generation Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Third Generation Capital Management is a newly registered investment manager that primarily advises pooled vehicles, including a family investment fund and a donor‑advised fund, and provides investment consulting to accredited investors, family offices, investment partnerships, corporate management and institutional clients. Beyond portfolio management, the firm offers accounting, tax, finance and operations support as well as regulatory and compliance services for client organizations.
The firm’s family investment fund follows a concentrated bottom‑up equity approach, typically holding seven to ten consolidated positions and applying a three‑tier security screen (Tier 1: “cheap and good”; Tier 2: corporate growth; Tier 3: corporate intangibles) to identify long and short opportunities. The donor‑advised fund is managed with a limited investment menu of market‑tracking ETFs and mutual funds, and investment consulting engagements are tailored to each client and reserved for clients with at least $400,000.
Third Generation’s combination of pooled vehicle management with operational, compliance and educational support (including onsite education and workshops) and an explicit charitable vehicle with a multi‑factor vetting process for nonprofits is atypical for a manager in this category. The firm also discloses the use of side‑by‑side management and performance‑based arrangements and states procedures to allocate opportunities fairly to address potential conflicts.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$1,000 per month payable in advance (Investment Consulting - Direct Investment)
$0+: 1% of AUM annually plus 10% profit allocation (Family/Family Office Investment Fund) $0+: 0.5% of AUM annually (Donor-Advised Fund)
10% profit allocation (Family/Family Office Investment Fund)
Account minimum: $400,000
Main office
8150 N. Central Expressway, Suite M1130
Dallas TX 75206
Advisors at this office
1
Most active in
Texas
Also doing business as
Third Generation Capital Management · Third Generation Capital Management, LLC
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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