VIS ADVISORS, LP

RIASEC RegisteredEst. 2015

Total AUM

$149M

Discretionary

$149M

100% of AUM

Avg account

$37.2M

Accounts

Employees

Advisory reps

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 operating as a hedge fund manager focused on institutional clients and pooled vehicles. The firm provides portfolio management for pooled investment vehicles and for businesses or institutions and also acts as sponsor, general partner and managing member of its own pooled funds. VIS Advisors charges a combination of a percentage-of-assets fee and performance-based fees, a structure consistent with active hedge fund strategies. Investment activity is skewed toward public equities—exchange-traded instruments make up the bulk of managed SMA assets—while the firm also runs multiple private hedge funds. VIS Advisors is not positioned as an ESG investor and is registered with the SEC since 2015. It is owner-operated (individual owner type) and is not structured as a multi-state adviser or pension consultant.