Geneva Partners, LLC
Firm details
- Headquarters
- Lake Geneva, Wisconsin
- CRD number
- 130768
- Registered since
- May 9, 2016
- Website
- www.genevapartnersllc.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI75.2%
- Individuals21.91%
- Corporations / Businesses2.89%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Geneva Partners, LLC is an independent, SEC‑registered RIA organized as an LLC and operating under individual ownership. Registered in 2016, the firm provides fee‑based portfolio management on a percentage‑of‑AUM basis to both individuals and families as well as institutional and business clients. Its advisory scope specifically includes discretionary portfolio management for individuals/small businesses and for larger businesses or institutional accounts. Geneva Partners does not identify as an active ESG investor and is not structured as a capital allocator; it lists an accounting affiliation among its industry relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- Investment Grade Corp Bonds9%
- Cash & Cash Equivalents9%
- Public Funds/Mutual Funds7%
- US Government Bonds3%
Contacts
3 of 9Thomas Rowe
Investment Advisor RepresentativeCRD 2284275
Mark Mccurry
Investment Adviser RepresentativeCRD 1051014
Steven Schwefel
PresidentCRD 1091898
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 41Active vs passive
$104M in ETFs
87%
$89.8M
10%
$13.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) S&P(R) BIOTECH ETF (XBI) | State Street | Passive | Health | $15M | 94,829 | 14.47% |
Location
Lake Geneva, WI
Walworth
Location
Lake Geneva, WI
Headquartered in Lake Geneva, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Walworth
- Address
- 820 Geneva Pkwy N
- Time zone
- CT (UTC-6)
- Office locations
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