SEC Info  
    Home      Search      My Interests      Help      Sign In      Please Sign In

Geneva Advisors, LLC 
 IL
  SEC # 1269932


        
    Click to view...      Registrant      About    
  Filings  
    Files      Relationships      Names      Topics      Web       

61  SEC Filings
Filing emoji
  from  2/17/04  to  8/7/17  (None in the Past Year)

  List All Filings  or
  Filer / Offerer   Owner / Insider   Issuer / Subject Company   Filing Agent   
 
Most-Recent Filing:    ‘13F-HR’ — Quarterly Holdings and Combination Report by a Money Manager — Form 13F — for 6/30/17 — Filed as:  Filer / Offerer 
 
New-Filing E-Mail:    
 Send me
E-Mail emoji
notifications of all
New! emoji
Filings
involving  Geneva Advisors, LLC 

Find Words in Filings emoji
 
  in    Show  and   Hints


Forms
Form emoji
, Documents
Document emoji
& Exhibits
Exhibit emoji
 in  61 Filings
Filing emoji
 Filed as:  Filer / Offerer  or  Owner / Insider


        
Latest Filing  Type    Category    Description        Documents
     
8/7/17 OLD13F-HROwnership:  Quarterly Holdings and Combination Reports by Money Managers — Form 13F  OLD  — Assets Under Management
Assets Under Management emoji
Assets Under Management emoji
Assets Under Management emoji
56
2/5/16 OLDSC 13GOwnership:  Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G  OLD 5

Form-Specific Documents: 
Document emoji
8/7/17 OLDINFO-TABLEPortfolio Securities Holdings – Info Tables — Form 13F  OLD  — Assets Under Management
Assets Under Management emoji
Assets Under Management emoji
Assets Under Management emoji
17

Graphics: 
JPEG emoji
GIF emoji
PNG emoji
2/4/11 OLDGRAPHICPhotos, Images and Graphs  OLD 4

History as a Money Manager:  Assets Under Management
Assets Under Management emoji
Assets Under Management emoji
Assets Under Management emoji
 ·  Related Money Managers


4 Related Managers who also Reported Holdings for this Manager

As Of
In descending order
  
 
Quarter
(Ended)
  Holdings
Form 13F
  Assets
(Millions)
  Reporting Manager
Manager with whom Investment Discretion is Shared
11/19/219/30/21  NA of 64  NA  
 IL
 
Coyle Financial Counsel LLC
1/29/2012/31/19  20 of 1,278  $1  
 IL
 
Cibc Bank USA [ formerly Private Bank & Trust Co. ]
11/9/179/30/17  39 of 1,612  $1  
 SD
 
Dorsey & Whitney Trust Co. LLC
8/8/166/30/16  36 of 1,886  $1  
 FL
 
FineMark National Bank & Trust


No Forms
Form emoji
 nor  Documents
Document emoji
 Filed re:  Issuer / Subject Company


        

        

Filings History

Year    # of Filings
In descending order
2017 3
2016 5
2015 4
2014 4
2013 4
2012 5
2011 5
2010 5
2009 5
2008 5
2007 4
2006 4
2005 4
2004 4

Top

Copyright © 2024 Fran Finnegan & Company LLC – All Rights Reserved.
AboutPrivacyRedactionsHelp — Thu., Mar. 28, 2:16:55.5pm ET