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| Geneva Capital Management LLC
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|---|---|
| CRD # | 105432 |
| SEC # | 801-28444 |
| CIK # | 0001009232, 0001314281 |
| AUM | $5.6 B (2026-03-25) |
| Employees | 20 (45% Investors, 10% Brokers) |
| Phone | 414-224-6002 |
| Address | 411 E Wisconsin Ave Milwaukee, WI 53202-4461 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 41.2 | ||
| Apple Inc | 30.2 | ||
| Microsoft Corp | 27.9 | ||
| Amazon Com Inc | 20.6 | ||
| Alphabet Inc | 15.0 | ||
| Broadcom Inc | 14.8 | ||
| Alphabet Inc | 12.4 | ||
| Facebook Inc | 12.0 | ||
| Lilly Eli & Co | 8.5 | ||
| J P Morgan Chase & Co | 7.4 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 59 | 0.0 |
| (b) Individuals (high net worth individuals) | 95 | 0.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 5 | 1.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 0.3 |
| (g) Pension and profit sharing plans | 17 | 0.6 |
| (h) Charitable organizations | 23 | 0.2 |
| (i) State or municipal government entities | 11 | 0.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 0.6 |
| (n) Other | 3,821 | 0.9 |
| Total | 4,049 | 5.6 |
| By Discretionary | ||
| Discretionary | 4,049 | 5.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,049 | 5.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.6 | |
| Total | 4,049 | 5.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001009232] | |
| 13F-NT | [0001009232] | |
| SC 13G | [0001009232] | |
| D | [0001314281] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Gladstone Institutional Advisory LLC
✚
|
FL | 5.7 |
|
TFO Wealth Partners LLC
✚
|
OH | 5.7 |
|
Dunham & Associates Investment Counsel Inc
✚
|
CA | 5.6 |
|
Pentegra Investors Inc
✚
|
CT | 5.6 |
|
Alphapoint Inc
✚
|
CA | 5.6 |
|
71 West Capital Partners LLC
✚
|
MA | 5.5 |
|
Crescent Grove Advisors LLC
✚
|
IL | 5.5 |
|
Waldron Private Wealth LLC
✚
|
PA | 5.5 |
|
Larson Financial Group LLC
✚
|
MO | 5.5 |
|
Calamos Wealth Management LLC
✚
|
IL | 5.5 |