Geowealth Management LLC

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Assets, Funds, Holdings

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Geowealth Management LLC
CRD #148222
SEC #801-71114
CIK #0001973589, 0001593387
AUM $12.3 BB (2024-03-28)
Employees 60 (33% Investors, 5% Brokers)
Phone312-219-9160
Address444 N Michigan Avenue
Chicago, IL 60611
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram]
Total AUM ($BB)
151296302008201320192025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
SPEM 0.0
MSFT 1,918.2 0.0
NVDA 399.6 0.0
AAPL 2,382.8 0.0
 
 
 
 
 
 
 
Holdings by Sector ($BB)
10.08.06.04.02.00.02014201720212025
Type Form D Funds Date Sold ($MM) AUM ($MM)
HF Geowealth Master Fund LP [2012-03-30] 1.0 0.8
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 45,941 7.8
(b) Individuals (high net worth individuals) 3,386 3.8
(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 214 0.3
(h) Charitable organizations 25 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 250 0.4
(n) Other 0 0.0
Total 74,593 12.3
By Discretionary
Discretionary 30,766 5.8
Non-Discretionary 43,827 6.5
Total 74,593 12.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 12.3
Total 74,593 12.3
Form D Directors # Filings # Firms 2011 - 2024
Michael Oshaughnessy 19
Gerald Oshaughnessy 2
Ivo Ivanov 1
Geowealth Management LLC 1
Geocapital Investments LLC 1
Dimitar Hristov 1
Colin Ruthven 1
EDGAR Form CIK 2011 - 2024
13F-HR [0001593387]
13F-NT [0001593387]
D [0001973589]
Comparable Firms State AUM ($BB)
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Manning & Napier Advisors LLC
NY 18.5
ARK Investment Management LLC
FL 15.2
Rocaton Investment Advisors LLC
CT 13.0
Kovitz Investment Group Partners LLC
IL 11.3
Freestone Capital Management LLC
WA 9.5
Bradley Foster & Sargent Inc
CT 7.3
Cary Street Partners Investment Advisory LLC
VA 7.0
Bailard Inc
CA 6.1
ACR Alpine Capital Research LLC
MO 5.6
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