Invision Management, Inc.

RIASEC RegisteredEst. 2026
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$335M
Accounts
4
Employees
26
Advisory reps
4

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Michael Psaras

    Michael Psaras

    Chief Financial OfficerCRD 7909505

Contacts

3 of 3
  • Robert Castillo

    Robert Castillo

    Managing DirectorCRD 7900395

  • Matthew Steffen

    Managing DirectorCRD 7909504

  • Thomas Harrison

    Thomas Harrison

    PrincipalCRD 4737311

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth