Visdom Investment Group LLC
● SEC registered since 2024CRD 327619SEC# 801-130619Rye Brook, NY
Reg. AUM
$53.1M
Employees
4
Accounts
10
Location
Rye Brook, NY
Visdom Investment Group LLC assets under management
Visdom Investment Group LLC is a registered investment adviser overseen by the SEC based in Rye Brook, NY. The firm has been registered since 2024. It reports $53.1 million in regulatory assets under management and employs 4 people.
Visdom Investment Group LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Patrick Joseph Clough Control | Chief Compliance Officer, Chief Operating Officer, Chief Financial Officer | Under 5% | 2024 |
| Richard Lee Selvala Control | Managing Member | Over 75% | 2023 |
Frequently asked questions
How much does Visdom Investment Group LLC manage?
Visdom Investment Group LLC reports $53.1 million in regulatory assets under management on its Form ADV.
How many employees does Visdom Investment Group LLC have?
Visdom Investment Group LLC reports 4 employees.
Where is Visdom Investment Group LLC located?
Visdom Investment Group LLC is based in Rye Brook, NY and has been SEC-registered since 2024.
Does Visdom Investment Group LLC disclose fund performance?
Visdom Investment Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4 International Drive, Suite 110, Rye Brook, NY 10573 |
| Phone | (203) 803-7222 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$53.1M▼ 52%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$53.1Mregulatory AUM
Discretionary $53.1M