ENVISION CAPITAL MANAGEMENT INC
Adviser information for ENVISION CAPITAL MANAGEMENT INC last updated from Form ADV on February 6th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 270 | $358.3M |
| Non-Discretionary | 0 | $0 |
| Total | 270 | $358.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 270 | $358.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-48253 |
|---|---|
| SEC ERA File Number | 801-48253 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 107150 |
| Legal Entity Identifier | None |
Principal Office
2500 VIA PINALEPALOS VERDES
CA
United States
Monday - Friday, 6:30AM TO 2:30PM
Tel: 310-445-3252, Fax: 310-445-3258
Chief Compliance Officer
MARILYN COHEN
PRESIDENT, OWNER, CCO
2500 VIA PINALE
PALOS VERDES
CA
United States
Tel:
310-445-3252
Fax:
310-445-3258
E*******@**************M
(Full email address available in API data)
Regulatory Contact
CHRIS MALBURG
CFO
2500 VIA PINALE
PALOS VERDES
CA
United States
Tel:
310 445-3252
Fax:
310 445-3258
C****@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| COHEN, MARILYN, MAXINE | Individual | – | PRESIDENT, CEO, DIRECTOR, CCO | 01/1995 | > 75% |