A complete list of active advisors currently associated with Third Generation Capital Management

Warmer can help you find a great advisor at Third Generation Capital Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Third Generation Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.