Geneva Capital Management LLC

RIASEC Registered

Total AUM

$5.6B

Discretionary

$5.6B

100% of AUM

Avg account

$1.4M

Accounts

4,049

Employees

Advisory reps

Firm details

Headquarters: Milwaukee, Wisconsin
CRD number: 105432
Registered since: December 4, 1986
Website: www.genevacap.com
Custodians: MORGAN STANLEY & CO. LLC, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Investment Companies30.81%
Other16.32%
State / Municipal Government14.32%
Corporations / Businesses11.44%
Pension & Profit Sharing Plans10.64%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Geneva Capital Management LLC is an institutional registered investment adviser organized as an LLC. The firm is SEC-registered (initial registration recorded in 1986) and serves both individual and family clients as well as institutional accounts. Ownership is a mix of a domestic entity and individual ownership. Geneva Capital provides portfolio management across a range of client structures, including individuals and small businesses, investment companies, pooled investment vehicles, and corporate or institutional accounts. Its stated fee arrangements include asset-based fees, performance-linked fees and other fee structures. Geneva does not identify as an active ESG investor and is not categorized as a capital allocator.