Thursday, October 22, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAs

Private fund adviser · New York, NY

General Atlantic Service Company, L.P.

SEC-registered investment adviser · CRD 133536 · SEC 801-63864

At a glance

General Atlantic Service Company, L.P. is an SEC-registered investment adviser based in New York, New York, with $125.3 billion in regulatory assets under management as of its Form ADV filed August 12, 2026. Its largest client group by assets is pooled investment vehicles, and it reports 39 individual clients. By Form ADV it is a private fund adviser, ranked 65th of 4,686 private fund advisers and 218th of 17,210 SEC-registered advisers by assets.

Main office 212-715-4000generalatlantic.comLinkedInAs filed on Form ADV

Regulatory AUM
$125B
Rank among private fund advisers
#65 of 4,686
Rank among all SEC RIAs
#218 of 17,210
Rank in New York
#53 of 2,591
Individual clients
39
High-net-worth clients
39
Accounts
334
Discretionary
100% of AUM
Employees
881
Advisory staff
411
Offices
29

Owners and executives on its Form ADV

  • William E. FordChairman, CEO and Managing Director of Gasc and Member of the Partnership and Executive Committees of Gasc MGP
  • Christopher G. LanningManaging Director, Chief Legal Officer, General Counsel and Member of the Partnership and Executive Committees of Gasc MGP
  • Martin E. Escobari LifchitzCo-President and Managing Director of Gasc and Member of the Partnership and Executive Committees of Gasc MGP
  • Gabriel P. CaillauxCo-President and Managing Director of Gasc and Member of the Partnership and Executive Committees of Gasc MGP
  • Kelly M. PettitManaging Director, Chief Compliance Officer and Associate General Counsel of Gasc
  • Michael W. GoskManaging Director and Chief Financial Officer and Member of the Executive Committee of Gasc MGP
  • J A. SmithManaging Director of Gasc and Member of the Executive Commitee of Gasc MGP
  • Annie PaydarManaging Member and Global Head of Human Capital of Gasc and A Member of the Executive Committee of Gasc MGP
  • David C. HodgsonManaging Director and Vice Chairman and Member of the Partnership Committee of Gasc MGP
  • Jay C. KojimaManaging Member of Gasc, Head of Capital Solutions and A Member of the Executive Committee of Gasc MGP
  • Lucy HeintzManaging Director of Gasc, Head of Energy Infrastructure and Member of the Executive Committee of Gasc MGP

Custody and brokerage

Custodian

General Atlantic Service Company, L.P.’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.

Broker-dealer

Hybrid RIA

General Atlantic Service Company, L.P. is a hybrid RIA: 8 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: GA Capital Markets BD, LLC.

Other hybrid RIAs

Who it serves

Client typeClientsRegulatory AUMShare
Pooled investment vehicles409$92B74%
Other133$18B14%
State or municipal government entities–$4.5B4%
Charitable organizations36$2.9B2%
Sovereign wealth funds and foreign official institutions7$2.2B2%
Insurance companies11$2.0B2%
Corporations or other businesses16$1.8B1%
High-net-worth individuals39$1.5B1%

Private funds

General Atlantic Service Company, L.P. reports 334 private funds with $124B in gross assets: private equity funds, real estate funds, other private funds (Form ADV Item 7.B).

Disciplinary disclosures

General Atlantic Service Company, L.P. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Other services

How it’s paid

  • A percentage of assets under management
  • Performance-based fees

AtlasMembers

The full record on General Atlantic Service Company, L.P.

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, ten years of filings
Locked
Growth over one, three and five years
Locked
Rank against 177 peers of its type and size
Locked
Owners and executives, with titles and stakes
11 namedLocked
Main office, fax and compliance officer
Locked
Filing changes this year, with alerts
2Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does General Atlantic Service Company, L.P. manage?

General Atlantic Service Company, L.P. reports $125.3 billion in regulatory assets under management across 334 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 12, 2026.

What kind of firm is General Atlantic Service Company, L.P.?

General Atlantic Service Company, L.P. is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.

Who are General Atlantic Service Company, L.P.’s clients?

By assets, its largest client types are pooled investment vehicles ($92.1 billion, 409 clients); other ($18.1 billion, 133 clients); state or municipal government entities ($4.5 billion).

Does General Atlantic Service Company, L.P. manage private funds?

Yes. It reports 334 private funds with $124.3 billion in gross assets, including private equity funds, real estate funds, other private funds.

Does General Atlantic Service Company, L.P. have any disciplinary history?

General Atlantic Service Company, L.P. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is General Atlantic Service Company, L.P.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-12), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →