Investment adviser · CRD 105432

GENEVA CAPITAL MANAGEMENT LLC

Investment adviser filing (IA)

MILWAUKEE, WI, United States · Form ADV filed Mar 25, 2026

Regulatory AUM
$5.6B
Form ADV · Item 5.F
Client accounts
4,049
Accounts, not individual clients
Employees
20
Reported in this filing
Advisory professionals
9
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Investment companies5$1,726,828,06930.8%
Other clients3,821$914,614,05716.3%
Government entities11$802,845,57514.3%
Corporations & businesses15$641,233,55911.4%
Retirement plans17$596,409,30010.6%
High-net-worth individuals95$424,067,4677.6%
Pooled investment vehicles3$290,568,1875.2%
Charities23$173,564,2453.1%
Individuals59$34,422,6390.6%
Filing source

Form ADV 2068669 · Mar 25, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 25, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

411 E. WISCONSIN AVE., SUITE 2320
MILWAUKEE, WI, 53202-4461, United States

CRD 105432

Filing source

Form ADV 2068669 · Mar 25, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.