DFX Intelligence

G•• P•••••• E••••• F••• I• L••: fund on the private equity graph | DFX Data Factory

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Private equityFundharvestprivate equity fund

G•• P•••••• E••••• F••• I• L••

managed by Geneva Advisors, LLC

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Search this name across graphsid dfx:pe:3701c30a-5f4b-40b1-8c43-51984362addd

Data as of Sep 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 1
Observed: n/a to Sep 13, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

A•••• P•••• C•••••• G••••• F••• I• L••

P•••••• fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Manager: Geneva Advisors, LLC
Strategy: ADV 7.B.(1) fund of funds = Y
ADV gross asset value: $9.7Mas of 2017-03-15
Peak reported GAV: $11.3M
Reporting years: 11
ADV first reported: Feb 10, 2012
LPs disclosed: 0
Placement agents: 0
Attributed investments: 0

Reporting history

Report year	Filed	ADV fund type	GAV	Owners
2022	Aug 4, 2022	P•••••• Equity Fund	$5.9M	52
2021	Nov 22, 2021	P•••••• Equity Fund	$6.2M	52
2020	Dec 9, 2020	P•••••• Equity Fund	$6.3M	52
2019	Oct 15, 2019	P•••••• Equity Fund

Relationships

Audits (1)

← RSM LLPFirm
factForm ADV

Manages (2)

← Geneva Advisors, LLCFirmP•••••• Equity Fund
Feb 10, 2012 to presentfactForm ADV
← A• I••••••••• A•••••••• I•••FirmP•••••• Equity Fund
Sep 1, 2017 to presentfactForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Show 1 bookkeeping events

Occurred
Sep 1, 2017
G•• P•••••• E••••• F••• I• L•• first reported on Form ADV by Cibc P•••••• Wealth Advisors, Inc. (P•••••• Equity Fund), GAV $9,710,958

Provenance

Graph: Private Equity
Canonical id: dfx:pe:3701c30a-5f4b-40b1-8c43-51984362addd
First observed: n/a
Last observed: Sep 13, 2026 8 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.