Geocapital LLC

GeoCapital LLC is a SEC-registered investment adviser established in 1979, located in New York. The firm offers investment advisory services to individuals, families, related entities, and investment advisers. They provide continuous advice tailored to individual client needs, focusing on small capitalization stocks. GeoCapital manages advisory accounts on a discretionary basis, considering client objectives, tax implications, and diversification. The firm also advises on non-discretionary basis for limited partnerships sponsored by Buckland Partners Management Co., primarily investing in micro-capitalization issuers. Clients typically have a minimum initial investment of $250,000, subject to waiver based on various criteria. Annual fees range from 1% to 1.5% of assets under management, with flexibility for negotiation. GeoCapital does not charge performance-based fees and acts as a fiduciary for ERISA accounts. The firm uses fundamental analysis for investment decisions and employs long-term purchase strategies. Clients have investment discretion but can provide written instructions to limit it. The firm's Chief Investment Officer, Irwin Lieber, oversees account reviews and trading activities. GeoCapital LLC does not engage in principal transactions and votes proxies in the best interests of clients. The firm's compliance officer supervises trades and portfolios.