Geneva

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.

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

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

• Investment management services
• Growth equity strategies
• Small cap investing
• Mid cap investing
• Mutual fund management

Headquarters

HQ city

Milwaukee

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. 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

Go-to-market motion1 record

Distribution channels2 records

Marketing channels2 records

Core 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.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Quasar Distributors, LLCcoreChannel Partner/ Reseller/ DistributorQuasar 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

Direct 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

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Geneva