GENEVA PARTNERS, LLC
CRD #130768 SEC #801-107776 LAKE GENEVA, WI 262-248-1350
SEC Registered
Total AUM
$387.3M
Discretionary
$387.3M
Employees
8
Clients
--
Accounts
1,252
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $387.3M | $387.3M | $0 | 8 | 0 |
| Mar 2025 | $387.3M | $387.3M | $0 | 8 | 0 |
| Apr 2024 | $319M | $319M | $0 | 8 | 0 |
| Apr 2024 | $319M | $319M | $0 | 8 | 0 |
| Mar 2023 | $290.4M | $290.4M | $0 | 8 | 0 |
| Mar 2023 | $290.4M | $290.4M | $0 | 8 | 0 |
| Mar 2022 | $319.1M | $319.1M | $0 | 8 | 0 |
| Oct 2021 | $282.4M | $282.4M | $0 | 8 | 0 |
| May 2021 | $282.4M | $282.4M | $0 | 8 | 0 |
| Mar 2021 | $282.4M | $282.4M | $0 | 8 | 0 |
| Jun 2020 | $236.8M | $236.8M | $0 | 8 | 0 |
| May 2020 | $236.8M | $236.8M | $0 | 8 | 0 |
| Mar 2020 | $236.8M | $236.8M | $0 | 8 | 0 |
| Aug 2019 | $192.7M | $192.7M | $0 | 8 | 0 |
| Mar 2019 | $192.7M | $192.7M | $0 | 8 | 0 |
| Jul 2018 | $186.4M | $186.4M | $0 | 6 | 0 |
| Mar 2018 | $186.4M | $186.4M | $0 | 4 | 0 |
| Jan 2018 | $149M | $149M | $0 | 3 | 0 |
| Jan 2018 | $149M | $149M | $0 | 3 | 0 |
| Jul 2017 | $149M | $149M | $0 | 3 | 100 |
| May 2017 | $149M | $149M | $0 | 3 | 100 |
| Mar 2017 | $149M | $149M | $0 | 3 | 100 |
| Dec 2016 | $122M | $122M | $0 | 1 | 100 |
| Aug 2016 | $122M | $122M | $0 | 1 | 100 |
| Apr 2016 | $122M | $122M | $0 | 1 | 100 |
| May 2012 | $46.5M | $46.5M | $0 | 1 | 26 |
| Apr 2012 | $46.5M | $46.5M | $0 | 1 | 26 |
| Mar 2012 | $46.5M | $46.5M | $0 | 1 | 26 |
| Feb 2012 | $46.5M | $46.5M | $0 | 1 | 26 |
| Mar 2011 | $42M | $42M | $0 | 5 | -- |
| Jul 2010 | $26.8M | $26.8M | $0 | 5 | -- |
DateDec 2025
Total AUM$387.3M
Discretionary$387.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2025
Total AUM$387.3M
Discretionary$387.3M
Non-Disc.$0
Employees8
Clients0
DateApr 2024
Total AUM$319M
Discretionary$319M
Non-Disc.$0
Employees8
Clients0
DateApr 2024
Total AUM$319M
Discretionary$319M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$290.4M
Discretionary$290.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$290.4M
Discretionary$290.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$319.1M
Discretionary$319.1M
Non-Disc.$0
Employees8
Clients0
DateOct 2021
Total AUM$282.4M
Discretionary$282.4M
Non-Disc.$0
Employees8
Clients0
DateMay 2021
Total AUM$282.4M
Discretionary$282.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$282.4M
Discretionary$282.4M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$236.8M
Discretionary$236.8M
Non-Disc.$0
Employees8
Clients0
DateMay 2020
Total AUM$236.8M
Discretionary$236.8M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$236.8M
Discretionary$236.8M
Non-Disc.$0
Employees8
Clients0
DateAug 2019
Total AUM$192.7M
Discretionary$192.7M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$192.7M
Discretionary$192.7M
Non-Disc.$0
Employees8
Clients0
DateJul 2018
Total AUM$186.4M
Discretionary$186.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$186.4M
Discretionary$186.4M
Non-Disc.$0
Employees4
Clients0
DateJan 2018
Total AUM$149M
Discretionary$149M
Non-Disc.$0
Employees3
Clients0
DateJan 2018
Total AUM$149M
Discretionary$149M
Non-Disc.$0
Employees3
Clients0
DateJul 2017
Total AUM$149M
Discretionary$149M
Non-Disc.$0
Employees3
Clients100
DateMay 2017
Total AUM$149M
Discretionary$149M
Non-Disc.$0
Employees3
Clients100
DateMar 2017
Total AUM$149M
Discretionary$149M
Non-Disc.$0
Employees3
Clients100
DateDec 2016
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees1
Clients100
DateAug 2016
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees1
Clients100
DateApr 2016
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees1
Clients100
DateMay 2012
Total AUM$46.5M
Discretionary$46.5M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$46.5M
Discretionary$46.5M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$46.5M
Discretionary$46.5M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$46.5M
Discretionary$46.5M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$26.8M
Discretionary$26.8M
Non-Disc.$0
Employees5
Clients--