Geometry was founded in 1989 and has worked with a variety of traditional and alternative money managers. The current roster of Geometry affiliates includes:

Geometry Realty Inc.
New York, NY
A wholly-owned real estate investment management firm founded in 1993 that pursues value added real estate opportunities in the Northeast and Middle Atlantic U.S. The firm has invested in and managed over $250 million in real estate assets. Geometry provides integral support services to Geometry Realty including strategic advice, marketing assistance, and accounting, administrative and regulatory support. Geometry Chairman James W. Lewis serves as Chairman of Geometry Realty and Geometry plays a leading role on the firm's Board of Directors and Investment Committee.

Investarit AG
Zurich, Switzerland
A European investment counseling firm, founded in 1991, that manages assets for high net worth European families. Geometry is a minority owner providing strategic and marketing advice and administrative support. Geometry Chairman James W. Lewis is a member of Investarit's Board of Directors.

Shamrock Asset Management LLC
Dallas, TX
Geometry holds a minority interest in this investment counseling firm which specializes in the management of equity and bond portfolios for high net worth families. Shamrock's current assets under management are approximately $300 million. In addition to being represented on the Board of Managers, Geometry provides strategic and marketing advice, and accounting, administrative and regulatory support.

Schuylkill Capital Management, LLC
Philadelphia, PA
An SEC registered investment advisor providing high quality, personalized services to a distinguished group of institutional and private clients in the Philadelphia area. The firm manages equities using a conservative, large-cap value style. A Geometry affiliate holds a minority interest in Schuylkill and James W. Lewis serves as Chairman of the firm's Board of Managers.

Previous affiliates have included:

Retirement Advisors of America, Inc. ("RAA")
Dallas, TX
Founded in 1991 as a SEC registered investment advisor, this majority owned company serviced retired airline crewmembers and their families, with assets under management of more than $1 billion. Geometry provided an array of services to RAA including strategic advice, marketing assistance, new business development, and accounting, administrative and regulatory support. In August 2006 this business was acquired by E*Trade.