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GENEVA CAPITAL MANAGEMENT LLC
MILWAUKEE, WI
414-224-6002
SEC #801-28444Total AUM
$5.6B
Employees
20Clients
4,049Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
411 E. WISCONSIN AVE.
SUITE 2320
MILWAUKEE
WI 53202-4461
United States
SUITE 2320
MILWAUKEE
WI 53202-4461
United States
Operating Hours
8:00-4:30
TUESDAY, THURSDAY
TUESDAY, THURSDAY
Phone
414-224-6002
Financials
Total AUM
$5.6B
Accounts
4,049Discretionary
$5.6B
Accounts
4,049Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
59AUM
$34.4M
HNW Individual Clients
95AUM
$424.1M
Investment Company Clients
5AUM
$1.7B
Pooled Vehicle Clients
3AUM
$290.6M
Pension/Profit Sharing Plan Clients
17AUM
$596.4M
Charitable Organization Clients
23AUM
$173.6M
Government Entity Clients
11AUM
$802.8M
Corporation or Business Clients
15AUM
$641.2M
Other Clients
3,821AUM
$914.6M
Description of Other Clients
UNDERLYING CLIENTS IN A THIRD-PARTY DISCRETIONARY MODEL RELATIONSHIP
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
MODEL PORTFOLIO SERVICES
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
MODEL PORTFOLIO FEES BASED ON UNDERLYING ASSETS.
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.