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Intergeneration Capital Management, LLC

↓ The source of this information is the New York State open data website, https://data.ny.gov/.

Account Number: 100597

Vendor Number

Vendor Formal Name: Intergeneration Capital Management, LLC

Formal Name of the Company

First Name: Yin

First Name of the Company's Contact Person

Last Name: Kon

Last Name of the Company's Contact Person

Telephone: 3238921426

Telephone Number

Business Description: Intergeneration Capital Management ("ICM") is an independent registered investment adviser that was founded by a small team of investment professionals previously from State Street Global Advisors. Our investment philosophy is that fundamental, quantitative, and global macro-economic investment and research disciplines integrated into a single iterative and repeatable process that is executed by one team within a firm culture that requires such integration leads to superior performance. InterGeneration's proprietary iterative investment process incorporates fundamental stock specific research, quantitative factor screening, and global macro-economic analyses, that integrates the strengths and minimizes the weaknesses of each discipline. Our models are continuously refined such that over time, their cumulative advantages become inimitable. We approach investing with an open-mindedness to diligently and objectively deliberate companies’ prospects without behavioral bias. The firm is supported by an infrastructure of independent institutional grade service providers. We custody all client assets with independent custodian banks including Pershing Bank of New York Mellon.

A brief description of the type of service provided

Certification: MBE

Type of Certification the company qualified for

Certification Renewal Date: 6/30/2028

Date on which certification was renewed

Ethnicity: ASIAN

Ethnicity of the Company owner(s)

Address Line 1: 265 Franklin St

Company Address

Address Line 2: Suite 1702

Company Address

City: Boston

City in which Company is located

State: MA

State in which Company is located

Postcode: 2110

ZIP code

Mailing Address Line 1: 265 Franklin Street

Company mailing address

Mailing Address Line 2: Suite 1702

Company mailing address

Mailing City: Boston

City

Mailing_State: Massachusetts

State

Mailing Zip: 2110

ZIP code

Website: http://intergenerationalcapital.com

Company Website

Date Of Establishment: 2009-06-10

Date the Company was Established

ID6 digit NAICS code: 523940

North American Industry Classification System (NAICS) Code that identifies the type of business

NAICS Sector: Finance and Insurance

NAICS sector (Industry)

NAICS Subsector: Other Financial Investment Activities

NAICS Subsector

NAICS Title: Portfolio Management and Investment Advice

Type of Business

NIGP codes: 94656

National Institute of Governmental Purchasing (NIGP) Codes

Name of Client Job Exp 1: Southeast Asia Market

The Business the vendor is working for

Largest Value of Contract: 3500

Value (in dollars) of the the contract

Percent Self Performed Job Exp 1: 100

Percent of the job performed by the vendor

Date of Work Job Exp 1: 2023-01-02

Date the work was done

Description of Work Job Exp 1: Act as investment advisor to 401(k) plan

Description of the work done

Enrolled in PASSPort: Yes

Enrollment in the NYC's Procurement and Sourcing Solutions Portal (PASSPort)

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