Envision Capital Management Inc
● SEC registered since 1995CRD 107150SEC# 801-48253
Reg. AUM
$334.1M
Employees
2
Accounts
226
Location
—
Envision Capital Management Inc assets under management
Envision Capital Management Inc operates as an SEC-registered investment adviser. The firm has been registered since 1995. It reports $334.1 million in regulatory assets under management and employs 2 people.
Envision Capital Management Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Marilyn Maxine Cohen Control | President, Ceo, Director, Cco | Over 75% | 1995 |
Frequently asked questions
How much does Envision Capital Management Inc manage?
Envision Capital Management Inc reports $334.1 million in regulatory assets under management on its Form ADV.
How many employees does Envision Capital Management Inc have?
Envision Capital Management Inc reports 2 employees.
Does Envision Capital Management Inc disclose fund performance?
Envision Capital Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 310-445-3252 |
| Fax | 310-445-3258 |
| Office hours | 6:30a.m. To 2:30p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$334.1M▼ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$334.1Mregulatory AUM
Discretionary $334.1M