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Chief Financial Officer · Generate Capital Advisors, PB LLC

Harseerit S. Thethi

CRD 6104059 · Named on Form ADV at one SEC-registered adviser

At a glance

Generate Capital Advisors, PB LLC, an SEC-registered private fund adviser based in SAN Francisco, CA with $737 million in regulatory assets, lists Harseerit S. Thethi on its Form ADV as Chief Financial Officer, a control person.

Firms and roles

AtlasMembers

Harseerit’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Madeleine HoggChief Administrative Officer, Generate Capital Advisors, PB LLC
  • Susan SeidelChief Compliance Officer, Generate Capital Advisors, PB LLC
  • Robert S. GosselinkChief Credit Investments Officer, Generate Capital Advisors, PB LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Harseerit’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.