$42.6M Total AUM
$42.6M Disc. AUM
-- 3Y CAGR
20 Employees
319 ADV. Clients
26 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- FocusWave ember +more
- Established Date
- 09-01-1999
- Office Locations
- 1
Office Locations
22 St. Clair Avenue East 18th Floor Toronto, Ontario --
About Generation Pmca Corp.
Generation PMCA is a Toronto-based team of portfolio managers and capital advisors providing discretionary managed accounts for high net worth individuals and institutions, alongside financing and advisory support for corporate clients. The firm runs disciplined alternative, equity, and income strategies and emphasizes close coordination between client relations and investment management to deliver customized solutions.
Team overview
-- AVG AGE
$4.7M AVG AUM / ADVISOR
$133.6K AVG AUM / CLIENT
16.1 yrs AVG TENURE
20 Employees
9 Advisory Reps
0 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Delta Summit wave Focus Legacy Ember frontier Element Optima focus Unison Peak vertex Ember capital
Client Personas
Ridge
CRM
Zenith oak Vital pathway
Custodian
Ember Matrix Optima momentum Insight signal Focus atlas Quantum summit Ember Zenith Glacier oak Oak catalyst Fusion momentum Delta Insight Wave Crest Momentum bridge Fusion North horizon Optima ridge Ridge vital Matrix alpha Signal Vector Foundation Catalyst Eagle Oak fusion Element Wave Value optima Peak Catalyst Bridge momentum Signal Ridge peak Pioneer optima Glacier value Wave delta Beacon value Legacy optima Peak pathway Atlas Timber Peak Bridge Bridge Glacier Vector Fusion Capital Radial foundation Fusion glacier Legacy catalyst Unison capital Alpha horizon Radial Vertex Ember Ridge radial Fusion meridian Ember
Fund Managers
Prime matrix Signal
Investment Themes
Vertex Radial crest Value foundation Radial quantum Horizon bridge Value Peak beacon
Investment Vehicles
North Alpha Focus meridian
Platform
Pathway prime Summit ridge
Services
Harbor ridge Atlas pathway Fusion pathway
Technology
Peak Pathway summit Capital prime Pioneer Quantum quantum Catalyst
Owner & Executives
ADAM LYLE ABRAMSON
DIRECTOR, General Counsel, Vice President
- CRD
- --
- Ownership
- Less than 5%
(728) 951-1600
unison.alpha@peakcapital.com
in linkedin.com/in/alpha-value
RANDALL DOV ABRAMSON
Chief Executive Officer, DIRECTOR, Portfolio Manager, President
- CRD
- --
- Ownership
- Less than 5%
(259) 885-5175
capital.matrix@ridgecapital.com
in linkedin.com/in/meridian-element
S
Summit pathway
Matrix matrix
- CRD
- #39163
- Ownership
- 38.1%
(333) 747-9178
glacier.crest@optimacapital.com
in linkedin.com/in/atlas-atlas
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,573,351 | $149,906 |
| Non-Discretionary | $60,785 | $60,785 |
| Total | $42,634,136 | $149,593 |
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Separately Managed Accounts
Total SMA Asset: $39,477,516
Equity - Exchange:
18.2% Cash:
20.7% Public Funds:
22.1% Corporate - Investment Grade:
14.4% Corporate - Non-Investment Grade:
10.3% Equity - OTC:
14.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $352,552,863 | 18.2% |
| Cash | $400,980,454 | 20.7% |
| Public Funds | $428,099,905 | 22.1% |
| Corporate - Investment Grade | $278,942,925 | 14.4% |
| Corporate - Non-Investment Grade | $199,521,675 | 10.3% |
| Equity - OTC | $277,005,821 | 14.3% |
| Total | $1,937,103,643 | 100.0% |