SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
General Atlantic Service Company, L.P.
New York, NY
CRD 133536
Firm filing updated August 12, 2026 ·
- $125.3BAssets
- 411Advisory staff
- 334Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- Pooled vehicles409
- High net worth individuals39
- Charities36
- Corporations or other businesses16
- Insurance companies11
- and 1 more7
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 39 | $1.5 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 409 | $92.1 billion |
| Charitable organizations | 36 | $2.9 billion |
| State or municipal government entities (including government pension plans) | Fewer than 5 clients | $4.5 billion |
| Insurance companies | 11 | $2.0 billion |
| Sovereign wealth funds and foreign official institutions | 7 | $2.2 billion |
| Corporations or other businesses not listed above | 16 | $1.8 billion |
| Other: "VARIOUS" | 133 | $18.1 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 4 services
- Other: "INVESTMENT ADVISORY SERVICES TO CLIENTS WHO SERVE AS LIMITED PARTNERS OF PRIVATE FUNDS"
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other: "INVESTMENT ADVISORY SERVICES TO CLIENTS WHO SERVE AS LIMITED PARTNERS OF PRIVATE FUNDS"
Assets and accounts
- Regulatory assets$125.3 billion
- Accounts334
- DiscretionaryAll accounts
People
- Employees881
- Advisory staff411
- Broker-dealer reps8
- Licensed insurance agents0
- Planning clients0
Registration details
- SEC-registered investment advisor. CRD 133536, SEC file 801-63864.
- Registered with the SEC as an investment advisor (status date on record: February 14, 2005).
Is General Atlantic Service Company, L.P. a fiduciary?
Short answer: General Atlantic Service Company, L.P. is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 8 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.