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MultiGenerational.Black
MultiGenerational.Black launched in 2021 in New York, established by co-founders Leslie Lewis and Paul E. Bryant.
MultiGenerational.Black
MultiGenerational.Black launched in 2021 in New York, established by co-founders Leslie Lewis and Paul E. Bryant. The firm enters the market not as a generalist wealth manager but as a response to a specific structural deficit: the lack of employer-sponsored retirement plans within Black-owned businesses, which contributes to the broader racial wealth disparity in the United States. MultiGenerational.Black's core strategy rests on two products that reveal a deliberate, community-centered deployment model. The "MGB 401K Program for Black-owned Businesses" is designed to install retirement infrastructure where it has historically been absent, focusing on small and mid-sized enterprises. Alongside it, "The MGB Investing Starter Kit Workshop" delivers financial education directly to individuals, lowering the barrier to investment literacy rather than simply gathering assets. This dual track — plan setup plus education — creates a pipeline that many registered investment advisors do not replicate, because the education component typically produces a near-term cost without immediate assets under management. The firm's geographic footprint begins in its New York headquarters but aims to reach Black-owned businesses nationally. The website and public materials do not disclose total assets under management, total deployment, or a team headcount. No adjacent vehicles — such as philanthropic foundations, real-asset arms, or club memberships — are publicly identified. In May 2025, the firm held an event in New York marking its fifth anniversary, drawing 7,000 cumulative participants, which signals a community-engagement model rather than a purely transactional advisory business. MultiGenerational.Black's structural differentiator is its regulatory posture as a mission-driven Registered Investment Adviser that pairs 401(k) implementation with an introductory investing curriculum. Unlike large recordkeepers or robo-advisors, the firm treats financial education not as a marketing funnel but as a stand-alone intervention. Its long-term impact will depend on scaling the 401(k) program beyond early adopters without diluting the workshop model that gave it a distinct identity.
General information
Firm type
Single Family Office
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?
Leslie Lewis and Paul E. Bryant co-founded the firm in 2021 and remain its principal operators. The firm's public materials do not designate a separate CIO or break out an investment committee beyond the founders.
How does MultiGenerational.Black source its clients?
The firm sources through a community-engagement model centered on its Investing Starter Kit workshop, which teaches basic investing concepts. That education channel funnels Black-owned businesses into the firm's 401(k) program, bypassing the conventional retirement-plan broker channel.
Is MultiGenerational.Black set up as a family office or an RIA?
It is structured as a Registered Investment Adviser, not as a single-family office. The firm provides investment advisory services to individuals, high-net-worth individuals, estates, businesses, and retirement plans, with a mission focus on Black-owned businesses.
Does the firm manage its own funds or select third-party investments for 401(k) plans?
Public disclosures from the firm do not specify whether it constructs proprietary model portfolios or acts as a discretionary manager. The 401(k) program implies a fiduciary advisory role — selecting and monitoring investments — but no fund-family affiliation or proprietary ETF information has been published.
Does MultiGenerational.Black publicly report its assets under management?
No. The firm has not disclosed a regulatory AUM figure in its public filings or on its website, and no external publication has reported a verified number.
What investment stages or vehicles does the firm target?
MultiGenerational.Black focuses on retirement-account implementation through 401(k) plan setup rather than venture capital or private-equity stage investing. The education arm targets individuals at the earliest stage — before they open a brokerage account — making pre-investment literacy part of the firm's operational footprint.
How is MultiGenerational.Black different from a large 401(k) recordkeeper?
The primary difference is distribution and mandate. Large recordkeepers sell plans to any business, typically through broker networks. MultiGenerational.Black targets Black-owned businesses explicitly and uses a proprietary financial-literacy workshop as its lead generation, which positions it as a mission-specific fiduciary rather than a generalist administrator competing on fees and fund menus.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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