GEOCAPITAL LLC

500 Mamaroneck Avenue
Suite 212
Harrison, New York 10528
Tel: 212-486-4455

About GEOCAPITAL LLC

GEOCAPITAL LLC, formally registered with the SEC as GEOCAPITAL LLC. The firm was established in 12/05/1979. They have over 1 offices throughout the country.

GEOCAPITAL LLC is a Harrison, New York based Financial Planning firm with nearly $55,214,053 assets under management, offering retirement planning & investment advisory services to 47 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110827
SEC#	801-14956
Assets Managed by Firm	$55,214,053
No. of Clients	47
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Other (ADVISORY SERVICES TO INVESTMENT ADVISER)

Firm Client Information

	No. of Clients	AUM
Firm Total	47	$55,214,053
Individuals (other than high net worth individuals)	28	$6,576,260
High net worth individuals	18	$22,290,682
Other investment advisers	Fewer than 5 clients	$26,347,111

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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