Intergeneration Capital Management, LLC

Intergeneration Capital Management primarily serves pooled-vehicle investors through two private funds — a global fundamental long‑only fund and an international long‑short fund — and also provides non‑discretionary retirement plan consulting to plan sponsors and trustees. The firm manages the funds on a discretionary basis and offers retirement plan clients advice on which investment options to make available to plan participants.

The firm’s investment process combines quantitative screening (growth, valuation, and revisions) with fundamental follow‑up including financial‑statement modeling, company calls, and broker research; funds invest mainly in listed equities and may hold ETFs, cash, or gold for defensive purposes, while the long‑short vehicle employs short selling and may use leverage. For retirement plan work the firm generally favors low‑cost index funds, evaluates tracking performance and fees, and does not exercise investment discretion over plan assets.

What is distinctive is the combination of pooled‑vehicle management and retirement plan consulting — a service mix that is uncommon among peers — together with a small, concentrated team and modest assets under management. The firm discloses use of performance‑based compensation and tiered redemption provisions for its funds, and senior investment personnel have backgrounds in global equity research and professional finance and accounting credentials that inform the firm’s quantitative‑plus‑fundamental approach.