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| Happy Holidays!! thanks for using AUM13F!! |
| Geneva Partners LLC
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| CRD # | 130768 |
| SEC # | 801-107776 |
| CIK # | 0001712671 |
| AUM | $387.3 M (2025-03-13) |
| Employees | 8 (100% Investors, 0% Brokers) |
| Phone | 262-248-1350 |
| Address | 772 West Main Street Lake Geneva, WI 53147 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Facebook Inc | 13.9 | ||
| Nvidia Corp | 12.2 | ||
| Microsoft Corp | 12.1 | ||
| Broadcom Inc | 12.1 | ||
| Netflix Inc | 10.4 | ||
| Spotify Technology Sa | 10.4 | ||
| Amazon Com Inc | 10.0 | ||
| Alphabet Inc | 9.6 | ||
| Intuit Inc | 7.7 | ||
| Mastercard Inc | 7.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 489 | 91.4 |
| (b) Individuals (high net worth individuals) | 67 | 284.1 |
| (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 | 15 | 11.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,252 | 387.3 |
| By Discretionary | ||
| Discretionary | 1,252 | 387.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,252 | 387.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 387.3 | |
| Total | 1,252 | 387.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001712671] |
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|---|---|---|
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