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Geewax + Partners, LLC (West Grove)


Geewax + Partners, LLC is a large advisory firm based in West Grove. It manages $74.77 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2008.

Geewax + Partners provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Geewax + Partners: assets under management

The assets under management (AUM) of Geewax + Partners, LLC is $74.77 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -60% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $74.77 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $24.92 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Geewax + Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in West Grove

The principal office where Geewax + Partners, LLC performs its advisory services is located at 129 Hicks Road, West Grove, PA 19390 The mailing address of the firm is Po Box 1730, Chadds Ford, PA 19317. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 1-888-433-9297 or by fax 1-888-433-9299. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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