The Visualize Group LP
Firm details
- Headquarters
- New York, New York
- CRD number
- 327531
- Registered since
- August 30, 2023
- Custodians
- GOLDMAN SACHS & CO. LLC, MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles60.37%
- Other39.63%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
The Visualize Group LP is an SEC-registered hedge fund organized as a limited partnership and registered in 2023. It serves an institutional client base and operates as a commodity pool operator/commodity trading advisor (CPO/CTA) while providing portfolio management for pooled vehicles and for businesses or institutions. The firm charges a combination of asset-based fees and performance fees, and it does not position itself as a capital allocator. The adviser is not identified as an ESG-focused manager and is not flagged as a multi-state or related adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities91%
- Cash & Cash Equivalents10%
- Other1%
Contacts
2 of 2Tatiana Izquierdo
Director of FinanceCRD 8218842
Chukudi Ike
Managing PartnerCRD 5461878
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$122M in ETFs
100%
$122M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $42.1M | 197,700 | 34.36% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 205 W 28th St
- Time zone
- ET (UTC-5)
- Office locations
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