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Intergeneration Capital Management, LLC

Headquartered in BOSTON, MA

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Firm Information

Intergeneration Capital Management, LLC is an investment advisor registered with the SEC. The firm provides pension consulting, portfolio management for businesses, and portfolio management for pooled investment vehicles. They have two clients and manage $5,331,943 in assets.

Intergeneration Capital Management, LLC

$5.33M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Early redemption fees

Branch Locations (1)

INTERGENERATION CAPITAL MANAGEMENT, LLC has a total of 1 branch locations across the country.
location

ANDOVER, MA

Advisors at Intergeneration Capital Management, LLC

View All 2 Advisors
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Pamela Joan Hegarty

CFA®, RA

ANDOVER, MA

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Yin Thiam Kon

CFA®, RA

ANDOVER, MA

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Disclosures

There are no public disclosures for Intergeneration Capital Management, LLC.

Frequently Asked Questions (8)

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