Vision One Management Partners, LP

RIASEC Registered
Total AUM
$394M
Discretionary
$394M
100% of AUM
Avg account
$56.3M
Accounts
7
Employees
7
Advisory reps
4

Firm details

Headquarters
Miami, Florida
CRD number
316551
Registered since
January 6, 2023
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles88.73%
  • Corporations / Businesses11.27%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Vision One Management Partners, LP is a limited partnership that operates as a hedge fund manager focused on institutional clients. The firm is registered with the SEC and its registration became active in 2023. Filings identify Vision One as engaging in CPO/CTA activities and as a sponsor/GP/managing member of pooled investment vehicles, and its advisory work centers on portfolio management for pooled investment vehicles as well as for businesses and institutions. Fee arrangements include both a percentage-of-AUM charge and performance-based fees, consistent with a hedge-fund compensation model. Filings also flag the firm as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 96%, Non-Investment Grade Corp Bonds 4%96%
  • Exchange Traded Equities96%
  • Non-Investment Grade Corp Bonds4%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
800 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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