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Geneva Financial Group
GENEVA FINANCIAL GROUP LLC is an SEC-registered investment adviser with $7 million in regulatory assets under management. The firm has 1 employee and 1...
Overview
GENEVA FINANCIAL GROUP LLC is an SEC-registered investment adviser with $7 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It manages $7 million on a discretionary basis.
General information
Firm type
RIA
Location
Region
Europe
Country
Switzerland
City
Geneva
Corporate office
Geneva, Switzerland
Principals
Anonymous
Founder and Principal
Sector focus
Frequently asked questions
Which sectors does Geneva Financial Group typically avoid?
The firm avoids hedge funds, public market securities, and venture capital. Its disclosed strategy focuses on tangible, income-producing assets such as real estate and infrastructure, reflecting a capital-preservation orientation.
How does Geneva Financial Group source its deal flow?
The firm sources deals through its network of co-investors, private equity partners, and direct relationships with family offices in Europe and North America. The firm does not maintain a public presence for deal sourcing, relying on referrals and long-standing connections.
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