← Back to search
ENVISION CAPITAL MANAGEMENT LTD
CRD 110266 · SEC 801-55355
10245 E. VIA LINDA BLVD., SUITE 110, SCOTTSDALE, AZ, 85258-5316, United States
Phone
480-219-6240
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$40.8M
Discretionary AUM
$40.8M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-03
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingBUSINESS & FINANCIAL CONSULTATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $1.4M |
| High net worth individuals | 22 | $14.2M |
| Pooled investment vehicles | 1 | $8.9M |
| Pension/profit sharing plans | 9 | $16.3M |
Official SEC filing: View on IAPD