# Geneva Partners, LLC

> Geneva Partners, LLC is an SEC-registered investment advisory firm in Lake Geneva, WI, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.

- CRD: 130768
- Filed as: GENEVA PARTNERS, LLC
- Also doing business as: GENEVA PARTNERS OF ILLINOIS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lake Geneva, WI
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/130768
- AdvisorCensus page: https://advisorcensus.com/firm/geneva-partners-llc-lake-geneva-wi-130768

## Quick answers

**How is Geneva Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Geneva Partners, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Geneva Partners, LLC located?**
Geneva Partners, LLC's principal office is in Lake Geneva, WI, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Geneva Partners, LLC registered with the SEC or a state?**
Geneva Partners, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 130768.

**How much does Geneva Partners, LLC manage?**
Geneva Partners, LLC reports $423,600,853 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary).

**How have Geneva Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Geneva Partners, LLC: Regulatory assets under management: $282,364,750 in the October 2021 data and $423,600,853 in the October 2026 data, up 50%. Total employees: 8 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Geneva Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (471); high net worth individuals (79); corporations or other businesses not listed above (15).

**Which custodians does Geneva Partners, LLC use?**
Geneva Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Geneva Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/130768

**Does Geneva Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 26, 2026 says: "A minimum of $100,000 of assets under management is required for this service. This account size is negotiable under certain circumstances."

**What changed in Geneva Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 8 to 9. Registered or notice-filed in MO.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> A minimum of $100,000 of assets under management is required for this service. This account size is negotiable under certain circumstances.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $423,600,853
- Discretionary: $423,600,853
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 471 | $92,828,641 |
| High net worth individuals | 79 | $318,528,595 |
| Corporations or other businesses not listed above | 15 | $12,243,617 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2016 (10 years)
- Employees: 9 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, IL, MI, MO, NJ, NY, OH, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Chicago, IL

### Websites listed on Form ADV (Item 1.I)
- genevapartnersllc.com
- LinkedIn @geneva-partners-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $282,364,750 | 8 | October 1, 2021 |
| October 2022 | $319,080,593 | 8 | March 21, 2022 |
| October 2023 | $290,354,601 | 8 | March 29, 2023 |
| October 2024 | $319,026,956 | 8 | April 3, 2024 |
| October 2025 | $387,318,871 | 8 | March 13, 2025 |
| October 2026 | $423,600,853 | 9 | April 1, 2026 |

Regulatory assets under management: $282,364,750 in the October 2021 data and $423,600,853 in the October 2026 data, up 50%.
Total employees: 8 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 8 to 9.
- Registered or notice-filed in MO.

### January 2026
- Added an office in Chicago, IL.
- No longer registered or notice-filed in IA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Geneva Partners, LLC (CRD 130768): Form ADV filing data as of October 2026.