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Principal and Head of Operations · Geneva Capital Management LLC

Katrina M. Ellenberg

CRD 2344752 · Named on Form ADV at one SEC-registered adviser

At a glance

Geneva Capital Management LLC, an SEC-registered asset manager based in Milwaukee, WI with $5.6 billion in regulatory assets, lists Katrina M. Ellenberg on its Form ADV as Principal and Head of Operations, a control person.

Firms and roles

AtlasMembers

Katrina’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Katrina’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.