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 a limited partnership operating as a hedge fund and registered with the SEC in 2023. It serves institutional clients and conducts portfolio management for pooled investment vehicles as well as for businesses and institutions. The firm is active as a CPO/CTA and also acts in sponsor/GP/managing-member roles for pooled vehicles, indicating it both manages and sponsors collective investment structures. Its fee schedule combines an asset-based management fee with performance-based fees. The firm is not identified as an ESG investor and does not report multi-state adviser status or a pension-consulting focus. Organizational ownership is a mix of a domestic entity and an individual.
Assets & Accounts
Public Holdings
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
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
$71.5M in ETFs
100%
$71.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $26.5M | 40,751 | 37.05% |
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
Similar firms
DERBY COPELAND CAPITAL
RIANew York, NY
SANDLER CAPITAL MANAGEMENT
RIANew York, NY
LDR CAPITAL MANAGEMENT, LLC
RIANew York, NY
TACTICAL INFRASTRUCTURE PARTNERS
RIANew York, NY
SOUNDCORE CAPITAL PARTNERS, LP
RIANew York, NY
SIEBERT ADVISORNXT, LLC.
RIANew York, NY