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| Geneva Partners LLC
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|---|---|
| CRD # | 130768 |
| SEC # | 801-107776 |
| CIK # | 0001712671 |
| AUM | 423.6 M (2026-04-01) |
| Employees | 9 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 262-248-1350 |
| Address | 820 Geneva Parkway North Lake Geneva, WI 53147 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 13.9 | ||
| Alphabet Inc | 13.6 | ||
| Broadcom Inc | 9.6 | ||
| Caterpillar Inc | 7.9 | ||
| GE Vernova Inc | 7.6 | ||
| Sterling Construction Co Inc | 7.4 | ||
| GS Acquisition Holdings Corp | 7.1 | ||
| Modine Manufacturing Co | 7.0 | ||
| Facebook Inc | 6.7 | ||
| KLA Tencor Corp | 6.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 471 | 92.8 |
| (b) Individuals (high net worth individuals) | 79 | 318.5 |
| (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 | 12.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,261 | 423.6 |
| By Discretionary | ||
| Discretionary | 1,261 | 423.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,261 | 423.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 423.6 | |
| Total | 1,261 | 423.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001712671] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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PA | 424.8 M |
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Blackdiamond Wealth Management LLC
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NY | 424.0 M |
|
First City Capital Management Inc
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Castle Coast Wealth LLC
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CA | 423.7 M |
|
Sindia Capital Advisers LLC
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NJ | 423.4 M |
|
Divergent Planning LLC
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MD | 423.1 M |
|
Zullo Investment Group Inc
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PA | 423.0 M |