AdvisorCensus / Financial advisors / Envisage
Envisage is an SEC-registered investment advisory firm in Geneva, Switzerland, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 21, 2026.
Quick answers
From the filingHow is Envisage compensated?
On its Form ADV (Item 5.E, October 2026), Envisage reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Envisage located?
Envisage's principal office is in Geneva, Switzerland, according to its Form ADV.
Is Envisage registered with the SEC or a state?
Envisage is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 159270.
How much does Envisage manage?
Envisage reports $1,044,497 in regulatory assets under management in its Form ADV filing dated March 21, 2026 (100% discretionary).
How have Envisage's assets and staff changed since 2021?
In the Form ADV data for Envisage: Regulatory assets under management: $275,632,111 in the October 2025 data and $1,044,497 in the October 2026 data, down 100%. Total employees: 2 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Envisage serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (1).
Does Envisage report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/159270
What changed in Envisage's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $0 to $1,044,497.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated March 21, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$1,044,497 as of October 2026, filing dated March 21, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Envisage GMBH.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2013 (13 years)
- Employees
- Total: 9. Performing investment advisory functions: 6.
- Wrap fee program participation
- No.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,044,497 | 9 | March 21, 2026 |
| October 2025 | $275,632,111 | 9 | June 18, 2025 |
| October 2024 | Not reported | 1 | March 14, 2024 |
| October 2023 | Not reported | 1 | March 21, 2023 |
| October 2022 | Not reported | 1 | March 11, 2022 |
| October 2021 | Not reported | 2 | March 10, 2021 |
Regulatory assets under management: $275,632,111 in the October 2025 data and $1,044,497 in the October 2026 data, down 100%.
Total employees: 2 in October 2021 and 9 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $0 to $1,044,497.
- February 2026
- Regulatory assets under management went from $275,632,111 to $0 (-100%).
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Envisage (CRD 159270): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/envisage-geneva-159270