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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) |
|---|
| CIK | Period |
|---|---|
| 0001712671 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Facebook Inc | 13.9 | ||
| Nvidia Corp | 12.2 | ||
| Microsoft Corp | 12.1 | ||
| Broadcom Inc | 12.1 | ||
| Netflix Inc | 10.4 | ||
| Spotify Technology Sa | 10.4 | ||
| Amazon Com Inc | 10.0 | ||
| Alphabet Inc | 9.6 | ||
| Intuit Inc | 7.7 | ||
| Mastercard Inc | 7.5 | ||
| Transdigm Group Inc | 7.4 | ||
| Priceline Com Inc | 7.1 | ||
| Sea Ltd | 6.8 | ||
| MercadoLibre Inc | 6.7 | ||
| McGraw-hill Companies Inc | 6.3 | ||
| Uber Technologies Inc | 5.6 | ||
| O Reilly Automotive Inc | 5.1 | ||
| iShares Bitcoin Trust | 4.4 | ||
| Palo Alto Networks Inc | 4.4 | ||
| Fiserv Inc | 4.3 | ||
| Take Two Interactive Software Inc | 3.9 | ||
| Copart Inc | 3.8 | ||
| Lilly Eli & Co | 3.6 | ||
| Parker Hannifin Corp | 3.5 | ||
| Palantir Technologies Inc | 3.3 | ||
| Automatic Data Processing Inc | 3.2 | ||
| Alcoa Inc | 3.0 | ||
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| AUM Breakdown | Accounts | AUM ($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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Kathleen S Wright Associates Inc
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Blue Water Asset Management LLC
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MI | 0.4 |
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Monex Asset Management Inc
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Precision Wealth Strategies LLC
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