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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Vision Capital Partners
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|---|---|
| CRD # | 175147 |
| SEC # | 801-100364 |
| CIK # | |
| AUM | $127.4 M (2025-07-02) |
| Employees | 3 (67% Investors, 33% Brokers) |
| Phone | 734-356-3250 |
| Address | 2211 Old Earhart Rd Ann Arbor, MI 48105 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 94 | 28.1 |
| (b) Individuals (high net worth individuals) | 42 | 91.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 4.9 |
| (h) Charitable organizations | 2 | 2.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 341 | 127.4 |
| By Discretionary | ||
| Discretionary | 341 | 127.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 341 | 127.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 127.4 | |
| Total | 341 | 127.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hackett Financial Group LLC
✚
|
TX | 0.1 |
|
Shapiro Financial Security Group Inc
✚
|
NJ | 0.1 |
|
Aventus Investment Advisors Inc
✚
|
FL | 0.1 |
|
Capital City Wealth Management Inc
✚
|
ND | 0.1 |
|
Dipaolo Financial Group Inc
✚
|
FL | 0.1 |
|
Tea & Taxes Company DBA Prosperitea Planning
✚
|
0.1 | |
|
Gibson Financial Solutions Inc
✚
|
ME | 0.1 |
|
Marvel Financial Planning Inc
✚
|
0.1 | |
|
Twenty Twenty Investment Advisors LLC
✚
|
0.1 | |
|
Town Capital LLC
✚
|
MD | 0.1 |