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MultiGenerational.Black
Lewis and Bryant launched MultiGenerational.Black in 2021, structuring it as a registered investment advisor in New York. The firm emerged with a narrow...
MultiGenerational.Black
Lewis and Bryant launched MultiGenerational.Black in 2021, structuring it as a registered investment advisor in New York. The firm emerged with a narrow mission: close the racial retirement-savings gap by bringing workplace retirement plans to Black-owned businesses that historically lack them. Its website frames the effort as "equity through equities," blending financial-education workshops with advisory services for individuals, estates, businesses, and retirement plans. The firm's strategy revolves around the MGB 401K Program for Black-owned businesses and the Investing Starter Kit Workshop, a basic-investing curriculum. Asset-class deployment is not publicly disclosed, and the firm does not publish a portfolio. Its geographic footprint centers on the United States, with no secondary offices listed. The advisory business serves high-net-worth individuals, estates, and retirement plans, though the firm does not break out assets under management or committed capital. MultiGenerational.Black operates as a lean, early-stage practice. Co-founders Lewis and Bryant are the only named principals; professional headcount is not disclosed. The firm celebrated its fifth anniversary with an ice-cream social, marking a subscriber milestone of 7,000 for its mailing list — a proxy for community reach rather than asset scale. No separate philanthropic foundation or adjacent investment vehicle has been announced. The structural differentiator is its product-market fit: a 401(k) provider built expressly for Black-owned small and mid-size enterprises, paired with a financial-literacy workshop that doubles as a client-acquisition channel. Unlike broad-platform RIAs that bolt on inclusive-marketing language, MultiGenerational.Black's services are purpose-built for a demographic that traditional recordkeepers have overlooked. Whether that translates into asset scale remains unverified, as the firm does not publish an AUM figure.
General information
Firm type
Bank / Wealth / Trust
Year founded
2021
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Leslie Lewis
Co-founder
Paul E. Bryant
Co-founder
Sector focus
Frequently asked questions
Who runs investment decisions at MultiGenerational.Black?
Co-founders Leslie Lewis and Paul E. Bryant appear to lead the firm. The website names both as founders, but does not delineate titles such as CEO or CIO. No additional investment-committee members are disclosed.
Is MultiGenerational.Black structured as a family office or an asset manager?
It is a registered investment advisor (RIA), not a family office. The firm is regulated as an RIA in the United States and provides wealth management, investment management, and portfolio management services to individuals, businesses, and retirement plans.
Does MultiGenerational.Black disclose its assets under management?
No. MultiGenerational.Black does not publish an AUM figure on its website or in publicly available filings. Without a public disclosure, the firm's asset base remains unknown.
What is the MGB 401K Program?
The MGB 401K Program is MultiGenerational.Black's core offering. It helps Black-owned businesses establish workplace retirement plans. The firm has not published plan-asset totals, number of sponsoring employers, or participating recordkeepers.
How does MultiGenerational.Black source its advisory clients?
The firm uses its Investing Starter Kit Workshop — a basic financial-education curriculum — as an entry point. It also maintains a mailing list that has reached 7,000 subscribers. Beyond these channels, no referral networks, institutional partnerships, or co-investor relationships are publicly disclosed.
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