VIS Advisors, LP
Firm details
- Headquarters
- New York, New York
- CRD number
- 240786
- Registered since
- August 10, 2015
- Website
- www.takumifund.com
- Custodians
- UBS FINANCIAL SERVICES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Other52.31%
- Pooled Investment Vehicles47.69%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
VIS Advisors, LP is a limited partnership that operates as a hedge fund manager for institutional clients. Registered with the SEC in 2015, the firm provides portfolio management for pooled investment vehicles and for businesses or institutions and also functions as sponsor/GP/managing member of pooled vehicles it manages. Its fee model combines a percentage-of-assets-under-management charge with performance-based fees. VIS Advisors is owned by an individual principal, does not position itself as an ESG investor, and is not registered as a multi-state adviser.
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 Equities97%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2Wade Boylan
Chief Compliance OfficerCRD 5315272

Johann Wolf
Chief Operating OfficerCRD 6518614
Contacts
1 of 1
Tomoyuki Izumi
Founder and Portfolio ManagerCRD 4872990
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 488 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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