GENEVA CAPITAL MANAGEMENT LLC
CRD #105432 SEC #801-28444 MILWAUKEE, WI 414-224-6002
SEC Registered
Total AUM
$6.2B
Discretionary
$6.2B
Employees
21
Clients
--
Accounts
4,141
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $6.2B | $6.2B | $0 | 21 | 17 |
| Mar 2024 | $5.8B | $5.8B | $0 | 21 | 13 |
| Mar 2023 | $5B | $5B | $0 | 20 | 19 |
| Mar 2022 | $7B | $7B | $0 | 21 | 15 |
| Mar 2021 | $6.7B | $6.7B | $0 | 21 | 13 |
| Jun 2020 | $5.3B | $5.3B | $0 | 19 | 12 |
| Mar 2020 | $5.3B | $5.3B | $0 | 19 | 12 |
| Mar 2020 | $5.3B | $5.3B | $0 | 19 | 12 |
| Mar 2019 | $4.6B | $4.6B | $0 | 20 | 6 |
| Mar 2018 | $5.2B | $5.2B | $25.9M | 24 | 6 |
| Sep 2017 | $5.3B | $5.3B | $33.2M | 27 | 400 |
| Aug 2017 | $5.3B | $5.3B | $33.2M | 27 | 400 |
| Jun 2017 | $5.3B | $5.3B | $33.2M | 27 | 400 |
| Apr 2017 | $5.3B | $5.3B | $33.2M | 27 | 400 |
| Mar 2017 | $5.3B | $5.3B | $33.2M | 27 | 400 |
| Nov 2016 | $4.7B | $4.6B | $44.8M | 26 | 500 |
| Mar 2016 | $4.7B | $4.6B | $44.8M | 26 | 500 |
| Jan 2016 | $4.9B | $4.8B | $42.7M | 29 | 500 |
| Dec 2015 | $4.9B | $4.8B | $42.7M | 29 | 500 |
| Oct 2015 | $4.9B | $4.8B | $42.7M | 29 | 500 |
| May 2015 | $4.9B | $4.8B | $42.7M | 29 | 500 |
| Feb 2015 | $4.9B | $4.8B | $42.7M | 29 | 500 |
| Jan 2015 | $6.7B | $6.6B | $53.6M | 24 | 600 |
| Oct 2014 | $6.7B | $6.6B | $53.6M | 24 | 600 |
| Oct 2014 | $6.7B | $6.6B | $53.6M | 24 | 600 |
| Jul 2014 | $6.7B | $6.6B | $53.6M | 24 | 600 |
| Apr 2014 | $6.7B | $6.6B | $53.6M | 24 | 600 |
| Mar 2014 | $6.7B | $6.6B | $53.6M | 24 | 600 |
| Sep 2013 | $5.5B | $5.4B | $26.2M | 23 | 600 |
| Mar 2013 | $3.8B | $3.7B | $24.2M | 23 | 600 |
| Sep 2012 | $2.6B | $2.6B | $0 | 11 | 600 |
| Aug 2012 | $2.6B | $2.6B | $0 | 11 | 600 |
| Mar 2012 | $2.6B | $2.6B | $0 | 11 | 600 |
| Aug 2011 | $1.9B | $1.9B | $0 | -- | -- |
| May 2011 | $1.9B | $1.9B | $0 | -- | -- |
| Jan 2011 | $1.4B | $1.4B | $0 | -- | -- |
| Nov 2010 | $1.4B | $1.4B | $0 | -- | -- |
| Oct 2010 | $1.4B | $1.4B | $0 | -- | -- |
| May 2010 | $1.4B | $1.4B | $0 | -- | -- |
| Oct 2009 | $979.4M | $979.4M | $0 | -- | -- |
| Oct 2007 | $1.4B | $1.4B | $0 | -- | -- |
| Mar 2007 | $1.4B | $1.4B | $0 | -- | -- |
| Mar 2006 | $1.1B | $1.1B | $0 | -- | -- |
| Oct 2005 | $814.8M | $814.8M | $0 | -- | -- |
| Oct 2005 | $814.8M | $814.8M | $0 | -- | -- |
| Jun 2005 | $814.8M | $814.8M | $0 | -- | -- |
| Jan 2005 | $693.3M | $693.3M | $0 | -- | -- |
| Jan 2005 | $693.3M | $693.3M | $0 | -- | -- |
| Jul 2001 | $514.4M | $514.4M | $0 | 10 | -- |
DateMar 2025
Total AUM$6.2B
Discretionary$6.2B
Non-Disc.$0
Employees21
Clients17
DateMar 2024
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$0
Employees21
Clients13
DateMar 2023
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees20
Clients19
DateMar 2022
Total AUM$7B
Discretionary$7B
Non-Disc.$0
Employees21
Clients15
DateMar 2021
Total AUM$6.7B
Discretionary$6.7B
Non-Disc.$0
Employees21
Clients13
DateJun 2020
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees19
Clients12
DateMar 2020
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees19
Clients12
DateMar 2020
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees19
Clients12
DateMar 2019
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees20
Clients6
DateMar 2018
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$25.9M
Employees24
Clients6
DateSep 2017
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$33.2M
Employees27
Clients400
DateAug 2017
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$33.2M
Employees27
Clients400
DateJun 2017
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$33.2M
Employees27
Clients400
DateApr 2017
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$33.2M
Employees27
Clients400
DateMar 2017
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$33.2M
Employees27
Clients400
DateNov 2016
Total AUM$4.7B
Discretionary$4.6B
Non-Disc.$44.8M
Employees26
Clients500
DateMar 2016
Total AUM$4.7B
Discretionary$4.6B
Non-Disc.$44.8M
Employees26
Clients500
DateJan 2016
Total AUM$4.9B
Discretionary$4.8B
Non-Disc.$42.7M
Employees29
Clients500
DateDec 2015
Total AUM$4.9B
Discretionary$4.8B
Non-Disc.$42.7M
Employees29
Clients500
DateOct 2015
Total AUM$4.9B
Discretionary$4.8B
Non-Disc.$42.7M
Employees29
Clients500
DateMay 2015
Total AUM$4.9B
Discretionary$4.8B
Non-Disc.$42.7M
Employees29
Clients500
DateFeb 2015
Total AUM$4.9B
Discretionary$4.8B
Non-Disc.$42.7M
Employees29
Clients500
DateJan 2015
Total AUM$6.7B
Discretionary$6.6B
Non-Disc.$53.6M
Employees24
Clients600
DateOct 2014
Total AUM$6.7B
Discretionary$6.6B
Non-Disc.$53.6M
Employees24
Clients600
DateOct 2014
Total AUM$6.7B
Discretionary$6.6B
Non-Disc.$53.6M
Employees24
Clients600
DateJul 2014
Total AUM$6.7B
Discretionary$6.6B
Non-Disc.$53.6M
Employees24
Clients600
DateApr 2014
Total AUM$6.7B
Discretionary$6.6B
Non-Disc.$53.6M
Employees24
Clients600
DateMar 2014
Total AUM$6.7B
Discretionary$6.6B
Non-Disc.$53.6M
Employees24
Clients600
DateSep 2013
Total AUM$5.5B
Discretionary$5.4B
Non-Disc.$26.2M
Employees23
Clients600
DateMar 2013
Total AUM$3.8B
Discretionary$3.7B
Non-Disc.$24.2M
Employees23
Clients600
DateSep 2012
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees11
Clients600
DateAug 2012
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees11
Clients600
DateMar 2012
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees11
Clients600
DateAug 2011
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees--
Clients--
DateMay 2011
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees--
Clients--
DateNov 2010
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees--
Clients--
DateOct 2010
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees--
Clients--
DateMay 2010
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees--
Clients--
DateOct 2009
Total AUM$979.4M
Discretionary$979.4M
Non-Disc.$0
Employees--
Clients--
DateOct 2007
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateOct 2005
Total AUM$814.8M
Discretionary$814.8M
Non-Disc.$0
Employees--
Clients--
DateOct 2005
Total AUM$814.8M
Discretionary$814.8M
Non-Disc.$0
Employees--
Clients--
DateJun 2005
Total AUM$814.8M
Discretionary$814.8M
Non-Disc.$0
Employees--
Clients--
DateJan 2005
Total AUM$693.3M
Discretionary$693.3M
Non-Disc.$0
Employees--
Clients--
DateJan 2005
Total AUM$693.3M
Discretionary$693.3M
Non-Disc.$0
Employees--
Clients--
DateJul 2001
Total AUM$514.4M
Discretionary$514.4M
Non-Disc.$0
Employees10
Clients--