ENVISIONX CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
328575
Registered since
September 22, 2023

Firm profile

FINTRX

Overview

Envisionx Capital Management, LLC is an LLC that registered with the SEC in 2023. The firm is owned by an individual and is classified in FINTRX data as unclassified rather than as a traditional wealth manager or institutional allocator. It does not identify as an active ESG investor, is not set up as a multi-state adviser, and is not flagged as a pension consultant or related adviser. The firm’s recorded activity centers on sponsoring and managing pooled investment vehicles: it serves as sponsor, general partner and managing member for its funds rather than operating primarily as a retail/advisory intermediary.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • HONG ZHENG

    Managing MemberCRD 7813151

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PALO ALTO, CA

SAN MATEO

Location

PALO ALTO, CA

Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
2100 Geng Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth