ENVISAGE CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Beverly Hills, California
CRD number
287499
Registered since
March 29, 2022

Firm profile

FINTRX

Overview

Envisage Capital Management, LLC is an owner-operated limited liability company that is registered with the SEC in 2022 and is configured to operate as a commodity pool operator or commodity trading advisor. The firm’s public filings show it functions primarily through a private fund vehicle rather than as a traditional multi-client registered investment adviser. Organizational attributes on file indicate an individual ownership structure and an unclassified adviser registration. The firm does not identify itself as a capital allocator, is not marked as an active ESG investor, and is not registered as a multi-state adviser or pension consultant. The available disclosures do not list a retail or institutional advisory client roster or standard advisory fee schedule; instead, the firm’s activity centers on pooled investment management through its fund.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • WILLIAM STAVROPOULOS

    Partner, Director of Business DevelopmentCRD 2877406

  • ADAM SHERAZI

    Managing MemberCRD 2537433

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Beverly Hills, CA

LOS ANGELES

Location

Beverly Hills, CA

Headquartered in Beverly Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
9701 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth