Geneva Capital Management LLC
● SEC registered since 1986CRD 105432SEC# 801-28444Milwaukee, WI
Reg. AUM
$5.6B
Employees
20
Accounts
4,049
Location
Milwaukee, WI
Geneva Capital Management LLC assets under management
Geneva Capital Management LLC is an SEC-registered investment adviser based in Milwaukee, WI. The firm has been registered since 1986. It reports $5.6 billion in regulatory assets under management and employs 20 people.
Geneva Capital Management LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gcm Purchaser, LLC Control | Sole Member | Over 75% | 2020 |
| Jose Manuel Munoz Quiroga Control | Managing Principal | Under 5% | 2020 |
| Katrina Marie Ellenberg Control | Principal And Head Of Operations | Under 5% | 2017 |
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Geneva Capital Management LLC manage?
Geneva Capital Management LLC reports $5.6 billion in regulatory assets under management on its Form ADV.
How many employees does Geneva Capital Management LLC have?
Geneva Capital Management LLC reports 20 employees.
Where is Geneva Capital Management LLC located?
Geneva Capital Management LLC is based in Milwaukee, WI and has been SEC-registered since 1986.
Does Geneva Capital Management LLC disclose fund performance?
Geneva Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 411 E. Wisconsin Ave., Suite 2320, Milwaukee, WI 53202-4461 |
| Phone | 414-224-6002 |
| Fax | 414-224-9503 |
| Office hours | 8:00-4:30 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1009232 |
| Discloses disciplinary history | No |
Regulatory AUM
$5.6B▼ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 12%
Larger than 88% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$5.6Bregulatory AUM
Discretionary $5.6B