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| hi!! I just updated the data, let me know if anything looks off, I'll fix it! |
| The Visualize Group LP
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|---|---|
| CRD # | 327531 |
| SEC # | 801-128657 |
| CIK # | 0001994625 |
| AUM | $262.2 M (2025-03-31) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 212-540-5151 |
| Address | 205 West 28th Street New York, NY 10001 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Autodesk Inc | 125.1 | ||
| Republic Services Inc | 75.5 | ||
| Progressive Waste Solutions Ltd | 35.8 | ||
| Intercontinentalexchange Group Inc | 28.6 | ||
| Fiserv Inc | 27.5 | ||
| Brown & Brown Inc | 11.2 | ||
| Costar Group Inc | 9.1 | ||
| I3 Verticals Inc | 8.1 | ||
| Casella Waste Systems Inc | 2.3 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Visualize Strategic Evergreen Partners Master LP | [2024-01-02] | 3.0 | 262.2 |
| 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 | 3 | 262.2 |
| (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 | 3 | 262.2 |
| By Discretionary | ||
| Discretionary | 3 | 262.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 262.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 262.2 | |
| United States Persons | 0.0 | |
| Total | 3 | 262.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Justin Morgan | 3 | ||
| VSEP GP LLC | 2 | ||
| Chukudi Ike | 2 | ||
| The Visualize Group LP | 2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001994625] |
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