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| Happy Holidays!! thanks for using AUM13F!! |
| Geneva Capital Management LLC
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| CRD # | 105432 |
| SEC # | 801-28444 |
| CIK # | 0001314281, 0001009232 |
| AUM | $6.2 B (2025-03-27) |
| Employees | 21 (43% Investors, 10% Brokers) |
| Phone | 414-224-6002 |
| Address | 411 E Wisconsin Ave Milwaukee, WI 53202-4461 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 42.6 | ||
| Nvidia Corp | 38.2 | ||
| Apple Inc | 25.9 | ||
| Amazon Com Inc | 21.8 | ||
| Facebook Inc | 15.7 | ||
| Broadcom Inc | 14.0 | ||
| Alphabet Inc | 9.4 | ||
| Mastercard Inc | 8.3 | ||
| J P Morgan Chase & Co | 8.1 | ||
| Alphabet Inc | 7.9 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 58 | 0.0 |
| (b) Individuals (high net worth individuals) | 104 | 0.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 5 | 2.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.2 |
| (g) Pension and profit sharing plans | 23 | 0.7 |
| (h) Charitable organizations | 14 | 0.2 |
| (i) State or municipal government entities | 9 | 0.8 |
| (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 | 17 | 0.7 |
| (n) Other | 3,909 | 1.1 |
| Total | 4,141 | 6.2 |
| By Discretionary | ||
| Discretionary | 4,141 | 6.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,141 | 6.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 6.1 | |
| Total | 4,141 | 6.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001009232] | |
| 13F-NT | [0001009232] | |
| SC 13G | [0001009232] | |
| D | [0001314281] |
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|---|---|---|
|
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WI | 6.3 |
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6.1 | |
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MN | 6.1 |