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Geneva Partners, LLC

● SEC registered since 2016CRD 130768SEC# 801-107776Lake Geneva, WI
Export (members)
Reg. AUM
$387.3M
Employees
8
Accounts
1,252
Location
Lake Geneva, WI

Geneva Partners, LLC assets under management

Geneva Partners, LLC is an SEC-registered investment adviser based in Lake Geneva, WI. The firm has been registered since 2016. It reports $387.3 million in regulatory assets under management and employs 8 people.
www.genevapartnersllc.comView on SEC.gov ↗

Geneva Partners, LLC owners & executives

1 reported
NameTitleOwnershipSince
Steven Perry Schwefel ControlManaging Member, Chief Compliance OfficerOver 75%2004

Frequently asked questions

How much does Geneva Partners, LLC manage?

Geneva Partners, LLC reports $387.3 million in regulatory assets under management on its Form ADV.

How many employees does Geneva Partners, LLC have?

Geneva Partners, LLC reports 8 employees.

Where is Geneva Partners, LLC located?

Geneva Partners, LLC is based in Lake Geneva, WI and has been SEC-registered since 2016.

Does Geneva Partners, LLC disclose fund performance?

Geneva Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address772 West Main Street, Suite 301, Lake Geneva, WI 53147
Phone262-248-1350
Fax262-248-1321
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$387.3M
Non-discretionary$0
Total (RAUM)$387.3M