GENEVA FUND PARTNERS
Firm details
- Headquarters
- ,
- CRD number
- 340484
- Fee structure
- Percentage of AUM, Other
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Geneva Fund Partners is organized as a limited liability company and is owned by an individual. The firm’s advisory focus is portfolio management for individuals and small businesses. Its stated fee approach includes a percentage-of-assets-under-management component along with other fee arrangements. Geneva Fund Partners is not identified as an active ESG investor, does not serve as a pension consultant, and is not a capital allocator or a related adviser. The firm lists an industry affiliation with an insurance company. The firm’s SEC registration year is not provided.
Assets & Accounts
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
Owners & executives
1 of 1KEVIN ZEMANN
Chief Compliance OfficerCRD 2395939
Contacts
3 of 3MARSHALL GAUSE
Investment Adviser RepresentativeCRD 2507873
GLEN SHEPHERD
PresidentCRD 3268776
Parker Jamieson
PartnerCRD 7366282
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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