Geneva Advisors Llc is an investment advisor that manages 7.8 BN dollars in regulatory AUM and has 97 employees, of which 63 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/03 to 06/30/17. The fund's latest filing disclosed 6BN in positions, representing 74% of the manager's regulatory AUM.


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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
EBIDTA Margin Debt/Assets Hedge Fund Crowding

GENEVA ADVISORS LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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GENEVA ADVISORS LLC Founders and Key Employees

Name Title In Position Since
David Pierce Principal January-2003
Robert C. Bridges Principal January-2003
John P. Huber Principal January-2003
James J. Arado Principal January-2003
Thomas S. Bridges Principal January-2003
Richard S. Kaplan Principal January-2003
Richard K. Sheiner Principal January-2004
Amit Dhawan Principal January-2005
Christopher J. Lewis Principal July-2008
Kelly T. Goalby Principal January-2009
Michael E. Mortell Principal January-2009
Bruce L. Klein Principal January-2009
Jon S. Tyson Principal January-2010
Richard F. Judd Principal December-2009
Katherine M. Brown Principal January-2011
Kurt M. Newsom Principal, General Counsel And Chief Compliance Officer July-2011
Erin S. Dickes Principal January-2012
Kathryn L. Bergin Principal January-2012
Anil K. Thomas Principal January-2012
Daniel J. Romanoff Principal January-2012
Matthew K. Scherer Principal January-2012
Gregory L. Schroer Principal January-2012
Kenneth J. Gimbel Principal January-2012
Chad Starkovich Principal January-2013
Daniel P. Delany Principal January-2013
James L. Farrell Principal January-2013
Sean B. Dobbins Principal January-2014
Tina M. Frey Principal January-2014
Timothy S. Musial Principal January-2014
Michael S. Brady Chief Financial Officer January-2014
Eliezer J. Hernandez Principal January-2014
Gordon C. Scott Principal January-2014
Mark E. Resnik Principal February-2014
Thomas V. Bruns Principal January-2015
Michelle M. Hermann Principal January-2015
Gregg D. Anderson Principal January-2015
James A. Barasa Principal January-2015

GENEVA ADVISORS LLC Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
Auditor Pro
Auditor Pro
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Custodian Pro
Custodian Pro
Prime Broker Pro

GENEVA ADVISORS LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Geneva provides clients with the ability to invest in different types of investment strategies. Each strategy is managed through the collaboration of a variety of Geneva investment professionals. Client accounts are assigned to different investment professionals for day to day management, which might cause individual accounts within the same strategy to hold different weightings and quantities of the securities within the strategy, as well as slight variations on the actual securities held.

Geneva utilizes a proprietary valuation model that it has developed over the last decade and that it combines with its own analysts and portfolio managers to arrive at a basket of equities for each strategy. The valuation model closely tracks the financial performance of more than 10,000 companies. Geneva monitors each company using a detailed computer analysis of fundamentals, such as earning per share...
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GENEVA ADVISORS LLC Portfolio Concentration


CHICAGO, Illinois
UNITED STATES, 60602-4690

GENEVA ADVISORS LLC Contact Information

Phone Number: 312-422-1720
Fax Number: 312-578-9302



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