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THE VISUALIZE GROUP LP
CRD 327531 · SEC 801-128657
Corporate platformLP
Large incorporated asset manager or corporate group — typically not a local adviser team.
205 WEST 28TH STREET, 3RD FLOOR, NEW YORK, NY, 10001, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$396.1M
Discretionary AUM
$396.1M
Team
10 total employees; 8 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Partnership
Filing date
2026-05-20
Disciplinary history
No
Services
Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 3 | $239.1M |
All web addresses on file
Official SEC filing: View on IAPD