GEOVEST ADVISORS INC
Adviser information for GEOVEST ADVISORS INC last updated from Form ADV on March 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 263 | $117.4M |
| Non-Discretionary | 5 | $4.1M |
| Total | 268 | $121.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 107 | $32.0M |
| HNW Individuals | 50 | $85.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $833,193 |
| Charitable organizations | <5 | $3.1M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsFINANCIAL ANALYSIS TO INSTITUTIONS |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-31544 |
|---|---|
| SEC ERA File Number | 801-31544 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 105906 |
| Legal Entity Identifier | None |
Principal Office
245 WILLOWBROOK OFFICE PARK1451 PITTSFORD VICTOR RD
FAIRPORT
NY
United States
Monday - Friday, 8:00 AM TO 4:00 PM
Tel: 585-248-5050, Fax: 585-248-8784
Websites
Chief Compliance Officer
MICHELE R. KRUG
VICE PRESIDENT & OPERATIONS MANAGER
245 WILLOWBROOK OFFICE PARK
1451 PITTSFORD-VICTOR ROAD
FAIRPORT
NY
United States
Tel:
(585)248-5050
Fax:
(585)248-8784
M***********@******************M
(Full email address available in API data)
Regulatory Contact
MATTHEW UPSON
MARKETING REPRESENTATIVE
245 WILLOWBROOK OFFICE PARK
1451 PITTSFORD-VICTOR ROAD
FAIRPORT
NY
United States
Tel:
585-248-5050,EXT. 106
Fax:
585-248-8784
M************@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| REEVES, ROBERT, EDGAR | Individual | – | PRESIDENT | 12/1987 | 50-75% |
| UPSON, DAVID, JAMES | Individual | – | VICE PRESIDENT & PORTFOLIO MANAGER | 01/1990 | 25-50% |
| BYRNE, PHILIP, MICHAEL | Individual | – | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | 12/2008 | < 5% |
| KRUG, MICHELE, RENEE | Individual | – | VP, OPERATIONS MANAGER, CHIEF COMPLIANCE OFFICER | 01/2016 | < 5% |
| UPSON, MATTHEW, DAVID | Individual | – | MARKETING REPRESENTATIVE | 12/2021 | < 5% |