# GENERATION CAPITAL MANAGEMENT LLC

GENERATION CAPITAL MANAGEMENT LLC of PITTSFORD, NY is an SEC-registered investment adviser.

## Registration

- CRD: 128523
- Type: SEC-registered investment adviser
- SEC file number: 801-70216
- Location: 1163 PITTSFORD-VICTOR ROAD, #100, PITTSFORD, NY, 14534
- Phone: 585-232-8560
- Latest filing: 2026-03-11
- Regulatory AUM: $1.2B
- Discretionary AUM: $202.5M
- Non-discretionary AUM: $951.4M
- Clients: 4
- Accounts: 481

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Scott Nasca | PRESIDENT | — |
| Mary Anne Dejohn | CHIEF COMPLIANCE OFFICER | Pittsford, NY |
| NASCA SCOTT | PRESIDENT; PRESIDENT-CHIEF COMPLIANCE OFFICER | — |
| WESTERVELT REBECCA LEVENGOOD | VICE PRESIDENT | — |
| GEFFNER RON S | MANAGING MEMBER; MEMBER | — |
| Wopperer KASEY LEE | DIRECTOR OF EQUITY RESEARCH AND INVESTMENTS | — |
| DEJOHN MARY ANNE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/128523/brochure
- Similar advisers: https://search.stillhousedata.com/firm/128523/similar
- Related entities: https://search.stillhousedata.com/firm/128523/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/128523

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.