VISION ONE MANAGEMENT PARTNERS, LP
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 Vehicles83.31%
- Corporations / Businesses16.69%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Vision One Management Partners, LP is organized as a limited partnership and operates as a hedge fund manager that provides portfolio management for pooled investment vehicles and for institutional clients. The firm is registered with the SEC and structures fees as a combination of an asset-based management fee and performance-based compensation. Its regulatory activities include acting as a CPO/CTA and serving as sponsor, general partner or managing member of pooled vehicles, which indicates the firm runs its own investment funds rather than functioning primarily as a multi-manager allocator. Vision One also self-identifies as an active ESG investor, which suggests ESG considerations are incorporated into its investment decision-making or stewardship practices.
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 Equities93%
- Non-Investment Grade Corp Bonds5%
- Cash & Cash Equivalents2%
Owners & executives
3 of 4EDUARDO CASTANEDA
Chief Compliance OfficerCRD 4638144
ALEKSEI MASIUK
Chief Financial OfficerCRD 4984107
COURTNEY MATHER
Chief Investment OfficerCRD 2987963
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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