ENVISIONX CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- PALO ALTO, California
- CRD number
- 328575
- Registered since
- September 22, 2023
Firm profile
FINTRXOverview
Envisionx Capital Management, LLC is an LLC that registered with the SEC in 2023. The firm is owned by an individual and is classified in FINTRX data as unclassified rather than as a traditional wealth manager or institutional allocator. It does not identify as an active ESG investor, is not set up as a multi-state adviser, and is not flagged as a pension consultant or related adviser. The firm’s recorded activity centers on sponsoring and managing pooled investment vehicles: it serves as sponsor, general partner and managing member for its funds rather than operating primarily as a retail/advisory intermediary.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1HONG ZHENG
Managing MemberCRD 7813151
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PALO ALTO, CA
SAN MATEO
Location
PALO ALTO, CA
Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 2100 Geng Rd
- Time zone
- PT (UTC-8)
- Office locations
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