GENEVA ADVISORS, LLC

GENEVA ADVISORS, LLC of CHICAGO, IL is an SEC-registered investment adviser (CRD 121629). Regulatory assets under management: $7.9B.

Registration

Officers, owners & control persons (43)

Showing 25 of 43 people.

NameRoleLocation
Pierce J DavidCHIEF FINANCIAL OFFICER; PRINCIPAL; PRINCIPAL/CHIEF FINANCIAL OFFICER (+1 more)Wellesley, MA
LEWIS PETER JAMESPRINCIPAL
BRIDGES ROBERT CAMPBELLPRINCIPAL
HUBER JOHN PATRICKPRINCIPAL
ARADO JAMES JAYPRINCIPAL
BRIDGES THOMAS SHELBYPRINCIPAL
HUBER MORTIMER GEORGEPRINCIPAL
KAPLAN RICHARD SAMUELPRINCIPAL
SHEINER RICHARD KURTPRINCIPAL
RIDDELL STACEY DONNAPRINCIPAL
ULRICH THOMAS WAYNECHIEF COMPLIANCE OFFICER/CHIEF COUNSEL; CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL; PRINCIPAL/CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL
DHAWAN AMITPRINCIPAL
BROWN HUGH MPRINCIPAL
ANDERSON JEFFREY DOUGLASPRINCIPAL
FARRELL JAMES LPRINCIPAL
NEWSOM KURT MICHAELGENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER; PRINCIPAL, GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER
THOMAS PHILIP KPRINCIPAL
SCOTT ERIC CPRINCIPAL
GOALBY KELLY THOMASPRINCIPAL
MORTELL MICHAEL EDWARDPRINCIPAL
KLEIN BRUCE LAWRENCEPRINCIPAL
TYSON JON SCOTPRINCIPAL
PITT CHRISTIAN MICHAELPRINCIPAL
JUDD RICHARD FRENCHPRINCIPAL
MILLERICK ROBERT MICHAELCHIEF COMPLIANCE OFFICER

Private funds (5)

Private Equity Fund: 3 · Other Private Fund: 1 · Real Estate Fund: 1

FundTypeFormedOwnersGross asset valueMin investment
GENEVA ADVISORS GLOBAL EQUITY INCOME FUND, LDCOther Private Fund26$10.4M$100K
GNV PRIVATE EQUITY FUND I, LLCPrivate Equity Fund52$9.7M$100K
GENEVA SENIOR LIVING FUND, LLCPrivate Equity Fund79$2.1M$100K
GENEVA PRIVATE EQUITY FUND IIPrivate Equity Fund54$1.2M$100K
GENEVA REAL ESTATE FUND, LLCReal Estate Fund99$106K$100K

Fund service providers (2)

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