Visdom Investment Group LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Message
Happy Holidays!! thanks for using AUM13F!!
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Visdom Investment Group LLC
CRD #327619
SEC #801-130619
CIK #0002053737
AUM $183.5 M (2025-03-25)
Employees 5 (100% Investors, 0% Brokers)
Phone203-803-7222
Address8 Wright Street
Westport, CT 06880
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
190152114763802011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 46 151.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 7 32.4
(n) Other 0 0.0
Total 53 183.5
By Discretionary
Discretionary 53 183.5
Non-Discretionary 0 0.0
Total 53 183.5
By Non-United States Persons
Non-United States Persons 5.0
United States Persons 178.5
Total 53 183.5
EDGAR Form CIK 2011 - 2025
D [0002053737]
Comparable Firms State AUM ($B)
Everest Wealth Management LLC
KS 0.2
Frazier Financial Consultants LLC
NC 0.2
QCA Capital Management Inc
CA 0.2
Ciovacco Capital Management LLC
0.2
Eliot Finkel Investment Counsel LLC
CA 0.2
Invicta Advisors LLC
PA 0.2
Kraematon Investment Advisors Inc
MA 0.2
Alpha ZERO LLC
FL 0.2
Guerra Pan Advisors LLC
0.2
Thompson Capital Management LLC
0.2
Terms | Privacy | Guide
tony@aum13f.com