VIS Advisors, LP

RIASEC RegisteredEst. 2015
Total AUM
$149M
Discretionary
$149M
100% of AUM
Avg account
$37.2M
Accounts
4
Employees
3
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
240786
Registered since
August 10, 2015
Custodians
UBS FINANCIAL SERVICES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Other52.31%
  • Pooled Investment Vehicles47.69%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

VIS Advisors, LP is a limited partnership that operates as a hedge fund manager for institutional clients. Registered with the SEC in 2015, the firm provides portfolio management for pooled investment vehicles and for businesses or institutions and also functions as sponsor/GP/managing member of pooled vehicles it manages. Its fee model combines a percentage-of-assets-under-management charge with performance-based fees. VIS Advisors is owned by an individual principal, does not position itself as an ESG investor, and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 97%, Cash & Cash Equivalents 3%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents3%

Owners & executives

2 of 2
  • Wade Boylan

    Chief Compliance OfficerCRD 5315272

  • Johann Wolf

    Johann Wolf

    Chief Operating OfficerCRD 6518614

Contacts

1 of 1
  • Tomoyuki Izumi

    Tomoyuki Izumi

    Founder and Portfolio ManagerCRD 4872990

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
488 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth