# Geneva Financial Group

Geneva Financial Group is a RIA based in Geneva, Switzerland.

## Overview

- **Organization type:** RIA
- **Headquarters:** Geneva, Switzerland
- **Region:** Europe
- **Address:** Geneva, Switzerland
- **Assets under management:** Undisclosed
- **Website:** www.geneva-financial-group.com

## Regulatory record

- **CRD number:** 142899
- **SEC file number:** 801-107959
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/142899

## About

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.

## Sectors

- Private Equity
- Real Estate
- Infrastructure
- Private Credit

## People

- Anonymous — Founder and Principal

## 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.

## Related profiles

- [Shulman DeMeo Asset Management](https://altss.com/profile/shulman-demeo-asset-management-llc)

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Last updated: 2026-07-06T01:24:17.226Z

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