RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
S••••• P•••• S•••••••
- Title
- Presidentreportedgenevapartnersllc.comfirm site, Sep 15, 2026
- Designations
- MBAreportedgenevapartnersllc.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 35reportedgenevapartnersllc.com“He has more than 35 years of experience assisting clients in managing their investment assets and specializes in portfolio and risk management.”
- Direct business phone
- 800-318-4882reportedgenevapartnersllc.comfirm site, Sep 15, 2026
- Professional profile
- genevapartnersllc.com/team/steven-schwefelreportedgenevapartnersllc.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- G••••• P•••••••• L•• independent RIA currentsince Apr 18, 2012 · Lake G•••••, Wi
- S••••• A••••••• I••• BD affiliatedJan 30, 2015 to Apr 18, 2016 · Birmingham, Al
- G••••• P•••••••• L•• independent RIAApr 8, 2010 to Dec 31, 2017 · Lake G•••••, Wi
- S••••• A••• I••••••••• A•••••• S•••••••• I••• formerMar 3, 2004 to Jan 30, 2015 · Lake G•••••, Wi
- H•••••• W••••• L•• independent RIAJan 8, 2003 to Apr 7, 2004 · Deerfield, Il
- Q•• F•••••••• L•• unclassifiedMay 28, 2002 to Dec 9, 2003 · Deerfield, Il
- S••••• A••••••• I••• to no registered destinationleft Apr 18, 2016 · Departure, no registered destination
- S••••• A••• I••••••••• A•••••• S•••••••• I••• to G••••• P•••••••• L••left Jan 30, 2015, registered Apr 8, 2010 (-1758 days) · Other
- H•••••• W••••• L•• to S••••• A••• I••••••••• A•••••• S•••••••• I•••left Apr 7, 2004, registered Mar 3, 2004 (-35 days) · Other
- Q•• F•••••••• L•• to H•••••• W••••• L••left Dec 9, 2003, registered Jan 8, 2003 (-335 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 41derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address