ENVISAGE ADVISORY

ENVISAGE GMBH. Legal Name

Adviser information for ENVISAGE ADVISORY last updated from Form ADV on March 14th, 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 Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Switzerland

Employees

Total Number of Employees 1
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
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 1 $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 10
No. of Financial Planning Clients 0

Services

Advisory Services INTERMEDIATION OF PRIVATE PLACEMENT LIFE INSURANCE
Compensation Fixed fees
Other Business Activities Insurance broker or agent

Identifiers

SEC RIA File Number 801-78527
SEC ERA File Number 801-78527
SEC CIK Numbers None
SEC CRD Numbers 159270
Legal Entity Identifier None

Principal Office

SEEFELDSTRASSE 94
Z�RICH
Switzerland
Monday - Friday, 9 AM TO 5 PM
Tel: +41 44 552 0387, Fax: None

Websites

Chief Compliance Officer

MARTIN STRAUB
SEEFELDSTRASSE 94
Z�RICH
Switzerland
Tel: +41 44 552 0387
(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
STRAUB, MARTIN, JAMES Individual CEO 03/2009 > 75%
STRAUB, MARTIN, JAMES Individual CHIEF COMPLIANCE OFFICER 03/2009 > 75%

No. Employees, Historic

10502020202120222023202420253 on 3/11/20203 on 7/1/20202 on 3/10/20211 on 3/11/20221 on 3/21/20231 on 3/14/2024

No. Clients, Historic

8040020202021202220232024202571 on 3/11/202071 on 7/1/202071 on 3/10/202156 on 3/11/202256 on 3/21/20231 on 3/14/2024