Geneva Advisors LLC

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Assets, Funds, Holdings

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Geneva Advisors LLC
CRD #121629
SEC #801-61890
CIK #0001269932
AUM
Employees 101 (67% Investors, 50% Brokers)
Phone312-422-1720
Address181 W Madison St
Chicago, IL 60602-4690
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
10.08.06.04.02.00.02002200920162023
Type Form D Funds Date Sold ($MM) AUM ($MM)
Other Geneva Advisors Global Equity Income Fund LDC [2013-10-07] 30.0 10.4
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 14,090 7.9
By Discretionary
Discretionary 14,033 7.6
Non-Discretionary 57 0.2
Total 14,090 7.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 7.9
Total 14,090 7.9
Form D Directors # Filings # Firms 2011 - 2024
Geneva Investment Managment of Chicago LLC 1
Cnt Directors Ltd 1
Geneva Holdings 1
Donald Gimbel 1
EDGAR Form CIK 2011 - 2024
13F-HR [0001269932]
SC 13G [0001269932]
Form 13D/13G Filer Form 13D/13G Subject Filed
Geneva Advisors LLC Aemetis Inc [2016-02-05]
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