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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Envisage GmbH
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|---|---|
| CRD # | 159270 |
| SEC # | 801-78527 |
| CIK # | |
| AUM | $275.6 M (2025-06-18) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 41445520387 |
| Address | Rue Des Alpes 7 Geneva, Switzerland |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1 | 275.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 275.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 2 | 275.6 |
| Total | 2 | 275.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 275.6 | |
| Total | 2 | 275.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
1 North Wealth Services LLC
✚
|
MD | 0.3 |
|
Journey Financial Group Inc
✚
|
IL | 0.3 |
|
V2 Financial Group LLC
✚
|
0.3 | |
|
Brightwater Advisory LLC
✚
|
FL | 0.3 |
|
Financial Forum Inc
✚
|
WA | 0.3 |
|
MKT and Associates LLC
✚
|
WA | 0.3 |
|
CDM Financial Counseling Services Inc
✚
|
CT | 0.3 |
|
Elios Financial Group Inc
✚
|
OH | 0.3 |
|
Prairiewood Capital LLC
✚
|
ND | 0.3 |
|
DKM Wealth Management Inc
✚
|
CA | 0.3 |