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 that has been SEC-registered since 1986. The firm serves both individual and family clients as well as institutional investors, offering fee arrangements that include percentage-of-AUM billing and performance-based fees. Its advisory scope covers discretionary portfolio management across individual accounts, pooled vehicles, investment companies, and business or institutional mandates. The firm does not identify itself as a capital allocator and does not emphasize ESG in its investment approach.