RIA Intel›Advisers›California›ENVISO CAPITAL, LLC

ENVISO CAPITAL, LLC

Advisory

N·SAN DIEGO, CA

Data as of Nov 16, 2016 · Source: SEC Form ADV

Total AUM

$144M

1-Year AUM Growth

-26.2%

3-Year CAGR

-8.6%

Employees

3

Assets Under Management

Total AUM$144M

Discretionary AUM$108M

Non-Discretionary AUM$36M

Discretionary %74.9%

Total Clients—

Team

Total Employees3

Investment Advisers6

Employee Growth (1Y)—

Filing History

Total Filings on Record27

First FilingSep 18, 2006

Latest FilingNov 16, 2016

🔒 Full AUM trend chart and 27 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ENVISO CAPITAL, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.