Envisionx Capital, LLC

Overview

Envisionx Capital, LLC is an independent, individual-owned registered investment adviser organized as an LLC that focuses on portfolio management for individuals and small businesses. The firm charges clients based on a percentage of assets under management and may also apply performance-based fees, a structure that often accompanies allocations to pooled alternative strategies. Envisionx does not describe itself as an active ESG investor, and its regulatory filings indicate it is not a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices