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 registered investment adviser organized as an LLC and owned by an individual. The firm has been registered with the SEC since 2016 and manages client portfolios on a fee basis (percentage of AUM). Its client base spans individuals and families as well as institutional or business clients. Advisory work centers on discretionary portfolio management for individuals, small businesses and institutions. Geneva Partners does not identify as an active ESG investor and is not structured as a capital allocator.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 41Active vs passive
$115M in ETFs
87%
$100M
10%
$14.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) S&P(R) BIOTECH ETF (XBI) | State Street | Passive | Health | $14.4M | 91,136 | 12.49% |
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
Similar firms
Form Wealth Advisors, LLC
RIALake Geneva, WI
Kramer Investment Services, LLC
RIALake Geneva, WI
KOM Wealth Management Group, LLC
RIAAppleton, WI
Blackhawk Capital Partners, LLC
RIAThiensville, WI
Ecio, Inc.
RIAMadison, WI
Atlatl Advisers
RIAMadison, WI