Geneva
Independent, employee-owned US investment adviser founded in 1987 managing small- and mid-cap growth equity strategies for institutional clients and mutual fund investors.
- Company typePrivate
- Founded1987
- HeadquartersMilwaukee, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Geneva does
Geneva Capital Management LLC is an independent, employee-owned investment adviser founded in 1987 and headquartered in Milwaukee, Wisconsin. The firm specializes exclusively in US small- and mid-cap growth equities, offering four distinct strategies — US Small Cap Growth, US SMID Cap Growth, US Mid Cap Growth, and US All Cap Growth — that span the Russell 2000 Growth, Russell 2500 Growth, and Russell MidCap indices, with a high-conviction, best-ideas approach typically holding 33–52 names per strategy. Geneva extends its institutional reach to retail and qualified investors via the Geneva SMID Cap Growth Fund (ticker GCSVX), a mutual fund launched in September 2021 and distributed by Quasar Distributors, LLC.
The firm operates as an SEC-registered investment adviser with 11–50 employees organized around a dedicated Investment Strategy Group that conducts fundamental research to support all four strategies. Revenue is generated through investment advisory fees on assets under management, both through institutional separate accounts and the GCSVX mutual fund, which carries a 0.80% management fee, no distribution or shareholder servicing fees, a 0.78% other expense ratio, and a 0.85% net expense ratio supported by a contractual waiver through December 29, 2027. Distribution is sales-led, relying on Senior Business Development Directors managing consultant and wealth-advisor relationships domestically.
Geneva is led by Managing Principals and co-portfolio managers W. Scott Priebe (joined 2004) and Jose Munoz (joined 2011), supported by a stable senior team including a General Counsel/CCO with 35 years of industry experience, a Head of Investment Operations with 33 years, and analysts drawn from Morgan Stanley, Robert W. Baird, William Blair, PwC, and Henderson Global Investors. The firm has no disclosed parent company, no private equity backing, and no subsidiaries.
Geneva firmographics
Firmographics- Name
- Geneva
- Legal name
- Geneva Capital Management LLC
- Website
- https://genevacap.com
- Company type
- Private
- Founded year
- 1987
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Independent, employee-owned US investment adviser founded in 1987 managing small- and mid-cap growth equity strategies for institutional clients and mutual fund investors.
- Ownership category
- akta.pro rank
Geneva industry classification
Industry- Product category
- Investment Management (US Growth Equities)
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Open-End Investment Funds (52591), Open-End Investment Funds (525910)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Small-Cap Equity (Active) (FSAAAIAC)
- akta.pro secondary industry
- Institutional Separate Accounts & SMAs (Mandates) (FSAAAGAL)
Keywords
Where Geneva is headquartered
LocationHeadquarters
- HQ city
- Milwaukee
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Geneva business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others
Revenue model
- Investment Advisory Fees: Geneva Capital Management generates revenue through investment advisory fees charged on assets under management. The firm manages multiple growth equity strategies targeting long-term capital appreciation for clients.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Geneva SMID Cap Growth Fund Institutional Class |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels2 records
Geneva product offering
Product offeringCore offering
Geneva Capital Management is an independent investment advisory firm that manages US small-, SMID-, mid-, and all-cap growth equity strategies for institutional clients, wealth management advisors, and qualified individual investors. The firm also manages the Geneva SMID Cap Growth Fund (GCSVX), a mutual fund offering investors access to its SMID Cap growth equity approach. Investment decisions are supported by a dedicated Investment Strategy Group conducting fundamental, research-driven analysis.
Product overview
Geneva Capital Management is an independent investment advisory firm specializing in US small- and mid-cap growth stocks. The firm offers four distinct investment strategies: US Small Cap Growth (52 holdings, focus on Russell 2000 Growth Index companies), US SMID Cap Growth (34 holdings, best ideas from small-cap and mid-cap portfolios), US Mid Cap Growth (50 holdings, Russell MidCap Index focus), and US All Cap Growth (33 holdings, no capitalization restrictions combining small/mid-cap growth with large-cap stability). Additionally, Geneva manages the Geneva SMID Cap Growth Fund (ticker GCSVX), a mutual fund launched in September 2021 that provides retail and institutional investors access to the firm's SMID Cap investment approach.
Differentiator
Problem solved
Functional benefit
Products and services
- US Small Cap Growth Strategy An investment strategy focusing on long-term capital appreciation through stocks of small capitalization companies, typically within the range of the Russell 2000 Growth Index. Targeted at institutional investors and wealth advisors seeking US small-cap growth exposure.
- US SMID Cap Growth Strategy
- US Mid Cap Growth Strategy
- US All Cap Growth Strategy
- Geneva SMID Cap Growth Fund (GCSVX) A mutual fund (Institutional Class, ticker GCSVX) seeking long-term capital appreciation by investing in stocks of small to medium capitalization companies, co-managed by W. Scott Priebe and Jose Munoz. Made available to institutional and qualified investors through Quasar Distributors, LLC.
Quantifiable outcome
- The Geneva SMID Cap Growth Fund has delivered 2.31% annualized returns over 3 years (as of 3/31/26), compared to 10.61% for the Russell 2500 Growth Index.
Companies that use Geneva
Customer profileSegments2 records
Ideal customer profiles2 records
Geneva technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Geneva partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Quasar Distributors, LLCcoreQuasar Distributors, LLC serves as the principal distributor for the Geneva SMID Cap Growth Fund, enabling the fund to be offered to institutional and qualified investors through registered broker-dealer channels.
Scale indicators2 records
Recent moves6 records
Expansion highlights4 records
Geneva competitors and assessment
Company assessmentDirect peers
- Wasatch Advisors: Wasatch is an independent, employee-owned boutique manager focused on US small-cap and SMID-cap growth equities. Comparable to Geneva in strategy focus, independence, and institutional distribution approach.
- Brown Capital Management: Brown Capital is a long-tenured, employee-owned boutique manager specializing in US small-cap and mid-cap growth equities with a concentrated, fundamentals-driven approach similar to Geneva's.
- Alger: Fred Alger Management is a long-standing US small/mid-cap growth equity manager offering both institutional and mutual fund products, directly competing with Geneva across multiple growth strategies.
- Driehaus Capital Management: Driehaus is a boutique active manager focused on US small/mid-cap growth equity with a high-conviction investment process, comparable to Geneva in philosophy and target client base.
- Westfield Capital Management: Westfield Capital is an employee-owned boutique specializing in US small/mid-cap growth equities, directly comparable to Geneva in strategy mix, institutional distribution, and size band.
- Hood River Capital Management: Hood River is a small-cap and SMID-cap growth equity boutique with concentrated, fundamental strategies — closely matching Geneva's product set and boutique institutional positioning.
Broad incumbents
- William Blair Investment Management: William Blair is a broader active equity manager with US small/mid-cap growth strategies that overlap Geneva's offerings, but operates at much larger scale across multiple asset classes globally.
- Artisan Partners: Artisan Partners is a publicly listed active asset manager with multiple US small/mid-cap growth strategies among its suites, competing with Geneva for institutional growth-equity allocations but at much larger scale.
- Victory Capital: Victory Capital owns multiple boutique-style active equity franchises including small/mid-cap growth offerings, competing with Geneva across institutional and intermediary channels.
- T. Rowe Price: T. Rowe Price is a large incumbent active manager with established US small-cap and mid-cap growth strategies and mutual funds, representing the upper-scale competition that boutique managers like Geneva compete against for allocator mandates.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Geneva financial estimates
Financial estimateRevenue estimate
Valuation estimate
Geneva leadership team
Management profileNumber of profiles
Profiles13 records
Geneva funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Geneva M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Geneva
What does Geneva do?
Geneva Capital Management is an independent investment advisory firm that manages US small-, SMID-, mid-, and all-cap growth equity strategies for institutional clients, wealth management advisors, and qualified individual investors. The firm also manages the Geneva SMID Cap Growth Fund (GCSVX), a mutual fund offering investors access to its SMID Cap growth equity approach. Investment decisions are supported by a dedicated Investment Strategy Group conducting fundamental, research-driven analysis.
Is Geneva a public or private company?
Geneva is a private company. It is classified as management employee owned and is currently operating.
When was Geneva founded?
Geneva was founded in 1987. It employs 11 to 50 people.
Where is Geneva based?
Geneva is headquartered in Milwaukee, United States, in the North America region.
How does Geneva make money?
One revenue line is on record: investment Advisory Fees.
Who are Geneva's main competitors?
Direct peers on record are Wasatch Advisors, Brown Capital Management, Alger, Driehaus Capital Management, Westfield Capital Management and Hood River Capital Management. Broad incumbents are William Blair Investment Management, Artisan Partners, Victory Capital and T. Rowe Price.
Does Geneva have an API?
No public API is recorded for Geneva.
What industry is Geneva in?
Geneva's product category is Investment Management (US Growth Equities). Its primary akta.pro industry code is FSAAAIAC, Small-Cap Equity (Active), with a secondary code of FSAAAGAL, Institutional Separate Accounts & SMAs (Mandates). Its NAICS code is 523940 and its SIC code is 6282.