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General Partner, Inc.
GENERAL PARTNER, INC. is a registered investment adviser based in Pittsburgh, Pennsylvania, United States. Founded in 2011, the firm manages investment portfolios predominantly for charitable organizations and a small number of individual clients. As of January 2024, it manages approximately $223 million in assets with one employee, who serves as an investment professional. The firm is regulated under the SEC (CIK 0001800508) and focuses on discretionary investment management for U.S.-based clients.
Investment Strategy
GENERAL PARTNER, INC. primarily manages discretionary investment portfolios, focusing its assets on a mix of large-cap equities and diversified holdings tailored to its clients’ objectives. Its largest positions include technology and consumer sectors (such as AAPL, MSFT, GOOG, and AMZN), indicating a growth-oriented equity strategy. The client base is mainly composed of charitable organizations, with the firm emphasizing prudent, long-term capital appreciation for mission-driven clients. The firm does not publicly detail specific thematic or alternative strategies and appears to employ a conventional long-only, public equities approach based on its reported 13F filings.
Latest 13F Filing Activity
General Partner, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 168 equity positions with a total 13F market value of $182M. The fund increased holdings in Alphabet Inc., Apple Inc., Berkshire Hathaway Inc. among other positions. General Partner, Inc. reduced exposure to American Tower Corp., Mondelez International, Bank of America Corporation among others.
Top Holdings
Equity Positions (168)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc | 13.70% | $24.9M | 33 | $468711.00 | $754200.00 | +$838.2K | |
A AAPL | Apple Inc | 8.98% | $16.3M | 64,080 | $133.22 | $254.63 | +$2.0M |
M MSFT | Microsoft Corp | 6.00% | $10.9M | 21,051 | $259.13 | $517.95 | +$183.7K |
G GOOG | Alphabet Inc. | 4.92% | $8.9M | 36,679 | $93.53 | $243.55 | +$2.4M |
I ICSH | iShares Ultra Short Duration Bond Active ETF | 4.83% | $8.8M | 172,775 | $50.62 | $50.75 | +$793.7K |
Industry Allocation
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