Enviso Capital LLC

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Assets, Funds, Holdings

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Enviso Capital LLC
CRD #140542
SEC #801-67199
CIK #
AUM
Employees 6 (50% Investors, 0% Brokers)
Phone858-679-5000
Address10920 Via Frontera, Suite 520
San Diego, CA 92127
Source [IAPD] [Website]
Total AUM ($M)
2502001501005002006201220182024
Type Form D Funds Date Sold ($M) AUM ($M)
Other GPTH Note LLC [2014-03-25] 12.4 12.3
PE Heritage Dividend Fund LLC [2012-03-30] 13.0 3.0
PE Heritage Opportunity Fund LLC [2012-03-30] 10.6
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 0 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 1,004 143.8
By Discretionary
Discretionary 740 107.7
Non-Discretionary 264 36.1
Total 1,004 143.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 143.8
Total 1,004 143.8
Form D Directors # Filings # Firms 2011 - 2025
Ryan Bowers 14
Jeffrey Laberge 3
Marc Seward 1
Enviso Capital LLC 1
Enviso Equity LLC 1
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