Geneva Capital Management is an investment advisor in Milwaukee with $7.00 bn assets under management.
Company profile
Website
Employees
Location
Former names
Geneva Capital Management LTD
SEC CIK
IRS number
391567956
SEC advisor number
801-28444
FINRA CRD number
105432
AUM ?
$5.03 bn
(as of 31 Mar 23)
Accounts
3,618
(as of 31 Mar 23)
Employees
20
(9 investment advisory or research)
Address
Geneva Capital Management
100 EAST WISCONSIN AVE
SUITE 2550
MILWAUKEE
WI 53202
100 EAST WISCONSIN AVE
SUITE 2550
MILWAUKEE
WI 53202
Phone
4142246002
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
1 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
SC 13G/A
Construction Partners, Inc.
10 Feb 23
SC 13G/A
i3 Verticals, Inc.
10 Feb 23
SC 13G
EPLUS INC
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22