GENEVA ADVISORS, LLC
CRD #121629 SEC #801-61890 CHICAGO, IL 312-422-1720
SEC Registered Broker-Dealer Private Funds
Total AUM
$7.9B
Discretionary
$7.6B
Employees
101
Clients
251
Accounts
14,090
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $7.9B | $7.6B | $242.8M | 101 | 4,400 |
| Mar 2017 | $7.9B | $7.6B | $242.8M | 101 | 4,400 |
| Mar 2016 | $7.8B | $7.6B | $235.3M | 102 | 4,100 |
| Jul 2015 | $7.8B | $7.5B | $248.7M | 97 | 3,900 |
| Mar 2015 | $7.8B | $7.5B | $248.7M | 97 | 3,900 |
| Aug 2014 | $7.3B | $7.1B | $239.7M | 93 | 3,800 |
| Mar 2014 | $7.3B | $7.1B | $239.7M | 93 | 3,800 |
| Oct 2013 | $5.7B | $5.5B | $220.2M | 81 | 2,500 |
| Mar 2013 | $5.7B | $5.5B | $220.2M | 81 | 2,500 |
| Oct 2012 | $5.1B | $4B | $1.1B | 51 | 2,500 |
| Apr 2012 | $5.1B | $4B | $1.1B | 51 | 2,500 |
| Feb 2012 | $5.1B | $4B | $1.1B | 51 | 2,500 |
| Aug 2011 | $4.5B | $3.6B | $866.3M | 51 | -- |
| Jul 2011 | $4.5B | $3.6B | $866.3M | 51 | -- |
| Jun 2010 | $3.4B | $2.9B | $508.3M | 51 | -- |
| Mar 2010 | $3.4B | $2.9B | $508.3M | 51 | -- |
| Mar 2010 | $2.8B | $2.5B | $296M | 51 | -- |
| Mar 2009 | $2.8B | $2.5B | $296M | 51 | -- |
| Mar 2008 | $3.6B | $3.4B | $246.8M | 51 | -- |
| Nov 2007 | $2.8B | $2.5B | $277.1M | -- | -- |
| Oct 2007 | $2.8B | $2.5B | $277.1M | -- | -- |
| Feb 2007 | $2.8B | $2.5B | $277.1M | -- | -- |
| Mar 2006 | $2.3B | $2.3B | $21.1M | -- | -- |
| Dec 2005 | $1.4B | $1.4B | $1.8M | -- | -- |
| Oct 2005 | $1.4B | $1.4B | $1.8M | -- | -- |
| Mar 2004 | $1.2B | $967.1M | $203.6M | -- | -- |
| Mar 2004 | $821.1M | $631.7M | $189.4M | -- | -- |
| Dec 2003 | $538.2M | $538.2M | $0 | -- | -- |
DateMar 2017
Total AUM$7.9B
Discretionary$7.6B
Non-Disc.$242.8M
Employees101
Clients4,400
DateMar 2017
Total AUM$7.9B
Discretionary$7.6B
Non-Disc.$242.8M
Employees101
Clients4,400
DateMar 2016
Total AUM$7.8B
Discretionary$7.6B
Non-Disc.$235.3M
Employees102
Clients4,100
DateJul 2015
Total AUM$7.8B
Discretionary$7.5B
Non-Disc.$248.7M
Employees97
Clients3,900
DateMar 2015
Total AUM$7.8B
Discretionary$7.5B
Non-Disc.$248.7M
Employees97
Clients3,900
DateAug 2014
Total AUM$7.3B
Discretionary$7.1B
Non-Disc.$239.7M
Employees93
Clients3,800
DateMar 2014
Total AUM$7.3B
Discretionary$7.1B
Non-Disc.$239.7M
Employees93
Clients3,800
DateOct 2013
Total AUM$5.7B
Discretionary$5.5B
Non-Disc.$220.2M
Employees81
Clients2,500
DateMar 2013
Total AUM$5.7B
Discretionary$5.5B
Non-Disc.$220.2M
Employees81
Clients2,500
DateOct 2012
Total AUM$5.1B
Discretionary$4B
Non-Disc.$1.1B
Employees51
Clients2,500
DateApr 2012
Total AUM$5.1B
Discretionary$4B
Non-Disc.$1.1B
Employees51
Clients2,500
DateFeb 2012
Total AUM$5.1B
Discretionary$4B
Non-Disc.$1.1B
Employees51
Clients2,500
DateAug 2011
Total AUM$4.5B
Discretionary$3.6B
Non-Disc.$866.3M
Employees51
Clients--
DateJul 2011
Total AUM$4.5B
Discretionary$3.6B
Non-Disc.$866.3M
Employees51
Clients--
DateJun 2010
Total AUM$3.4B
Discretionary$2.9B
Non-Disc.$508.3M
Employees51
Clients--
DateMar 2010
Total AUM$3.4B
Discretionary$2.9B
Non-Disc.$508.3M
Employees51
Clients--
DateMar 2010
Total AUM$2.8B
Discretionary$2.5B
Non-Disc.$296M
Employees51
Clients--
DateMar 2009
Total AUM$2.8B
Discretionary$2.5B
Non-Disc.$296M
Employees51
Clients--
DateMar 2008
Total AUM$3.6B
Discretionary$3.4B
Non-Disc.$246.8M
Employees51
Clients--
DateNov 2007
Total AUM$2.8B
Discretionary$2.5B
Non-Disc.$277.1M
Employees--
Clients--
DateOct 2007
Total AUM$2.8B
Discretionary$2.5B
Non-Disc.$277.1M
Employees--
Clients--
DateFeb 2007
Total AUM$2.8B
Discretionary$2.5B
Non-Disc.$277.1M
Employees--
Clients--
DateMar 2006
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$21.1M
Employees--
Clients--
DateDec 2005
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$1.8M
Employees--
Clients--
DateOct 2005
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$1.8M
Employees--
Clients--
DateMar 2004
Total AUM$1.2B
Discretionary$967.1M
Non-Disc.$203.6M
Employees--
Clients--
DateMar 2004
Total AUM$821.1M
Discretionary$631.7M
Non-Disc.$189.4M
Employees--
Clients--
DateDec 2003
Total AUM$538.2M
Discretionary$538.2M
Non-Disc.$0
Employees--
Clients--