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Invision Management, Inc. registers with the SEC (Chicago, IL)
New SEC-registered adviser · CRD 330151 · 801-136941 · effective 2026-08-06
Effective 2026-08-06. 26 employees (26 advisory), $1.3B regulatory AUM across 4 accounts. Advises private funds. Affiliated with a broker-dealer. Notice-filed in IL. Corporation (DE).
Advises private fundsBroker-dealer affiliate10+ employeesHas custodyPerformance fees
Contact (from the filing)
The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.
Who this is for
- Compliance consulting
- RIA software (CRM, portfolio, billing)
- Fund administration & audit
- Recruiting & RIA platforms
- Custodian / clearing
- Archiving & surveillance
- Cybersecurity / managed IT
- E&O insurance