Geronimo Investment Management, LLC (Edina)

Name: Geronimo Investment Management, LLC
Address: 7650 Edinborough Way, Edina, MN, 55435 5990
Telephone: (952) 988-9000

Geronimo Investment Management, LLC is a large advisory firm based in Edina. It manages $307.7 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Minnesota.

Geronimo Investment Management provides 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.

Geronimo Investment Management: assets under management

The assets under management (AUM) of Geronimo Investment Management, LLC is $307.7 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $307.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $307.7 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Geronimo Investment Management, 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.

What kind of clients Noel Paul Rahn serves?

The only and largest group of clients of Noel Paul Rahn is pooled investment vehicles with 1 clients and $307.7 million of assets under management. Among the 11 most similar advisory firms, Geronimo Investment Management has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $307.7 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Geronimo Investment Management also advises several private funds. Namely, one private equity fund. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.

Careers at Geronimo Investment Management, LLC

The company employs 25 people that are either part- or full-time employees. 88 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Noel Paul Rahn has been acting as President since 1 Dec 2016. Llc Geronimo Fund Holding Company joined the executive team most recently as the Managing Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Geronimo Fund Holding Company	Managing member	1 Dec 2016	75% - 100%	81-4599756
Noel Paul Rahn	Chairman	1 Dec 2016	Other	370202
Blake Edward Nixon	Managing partner	1 Dec 2016	Other	6764829
Jeffrey Ryan Ringblom	Chief financial officer, chief compliance officer	1 Dec 2016	Other	6764830

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Noel Paul Rahn	Member	1 Oct 2015	25% - 50%	370202
Blake Edward Nixon	Member	1 Oct 2015	25% - 50%	6764829

Based in Edina

The principal office where Geronimo Investment Management, LLC performs its advisory services is located at 7650 Edinborough Way, Edina, MN 55435 5990, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (952) 988-9000 or by fax (952) 988-9001. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at geronimoinvestments.com.