The Visualize Group LP

RIASEC RegisteredEst. 2023

Total AUM

$396M

Discretionary

$396M

100% of AUM

Avg account

$99M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 327531
Registered since: August 30, 2023
Website: www.thevisualizegroup.com
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

FINTRX

Overview

The Visualize Group LP is a limited partnership operating as a hedge fund that primarily serves institutional clients. Registered with the SEC in 2023, the firm combines portfolio management for pooled investment vehicles with management services for businesses and institutions. It is organized to act as a CPO/CTA and also serves as sponsor/GP/managing member of pooled vehicles, so its activities span running its own pooled strategies and providing advisory services to institutional counterparties. Compensation is structured as a percentage of assets under management plus performance-based fees. The firm does not present itself as an active ESG investor and is not identified as a multi-state adviser or pension consultant.