Invision Management, Inc.
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 330151
- Registered since
- August 6, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Invision Management, Inc. is organized as a corporation that operates as a manager of private pooled investment vehicles. The firm is classified as a private equity manager and lists institutional investors as its primary client base. Its advisory activity is concentrated on portfolio management for pooled investment vehicles; it also serves as a general partner/managing member and sponsor for those vehicles and has affiliations that include broker-dealer and sponsor roles. The firm’s fee arrangements include a percentage-of-AUM component plus performance-based fees and other fee arrangements typical of private fund managers. Invision Management is not identified as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator or a pension consultant. SEC registration is noted in 2026.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Michael Psaras
Chief Financial OfficerCRD 7909505
Contacts
3 of 3
Robert Castillo
Managing DirectorCRD 7900395
Matthew Steffen
Managing DirectorCRD 7909504

Thomas Harrison
PrincipalCRD 4737311
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 110 N Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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