Geneva Partners, LLC
● SEC registered since 2016CRD 130768SEC# 801-107776Lake Geneva, WI
Reg. AUM
$423.6M
Employees
9
Accounts
1,261
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 $423.6 million in regulatory assets under management and employs 9 people.
Geneva Partners, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Steven Perry Schwefel Control | Managing Member, Chief Compliance Officer | Over 75% | 2004 |
Frequently asked questions
How much does Geneva Partners, LLC manage?
Geneva Partners, LLC reports $423.6 million in regulatory assets under management on its Form ADV.
How many employees does Geneva Partners, LLC have?
Geneva Partners, LLC reports 9 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
| Address | 820 Geneva Parkway North, Suite 106, Lake Geneva, WI 53147 |
| Phone | 262-248-1350 |
| Fax | 262-248-1321 |
| Office hours | 8:00 a.m. - 4:00 p.m. Cst |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$423.6M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$423.6Mregulatory AUM
Discretionary $423.6M