# Invision Management, Inc.

> Invision Management, Inc. is an SEC-registered investment advisory firm in Chicago, IL, registered since 2026, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 29, 2026.

- CRD: 330151
- Filed as: INVISION MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: June 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/330151
- AdvisorCensus page: https://advisorcensus.com/firm/invision-management-inc-chicago-il-330151

## Quick answers

**How is Invision Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Invision Management, Inc. reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Invision Management, Inc. located?**
Invision Management, Inc.'s principal office is in Chicago, IL, according to its Form ADV.

**Is Invision Management, Inc. registered with the SEC or a state?**
Invision Management, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 330151.

**How much does Invision Management, Inc. manage?**
Invision Management, Inc. reports $1,340,798,481 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (100% discretionary).

**What types of clients does Invision Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4).

**Does Invision Management, Inc. 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/330151

**What changed in Invision Management, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $1,340,798,481
- Discretionary: $1,340,798,481
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $1,340,798,481 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 26 total, 26 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [invcg.com](https://invcg.com)
- LinkedIn @invision-capital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | Not reported | Not reported | April 25, 2024 |
| October 2025 | Not reported | Not reported | April 1, 2025 |
| October 2026 | $1,340,798,481 | 26 | June 29, 2026 |


## Changes in the filing (last 12 months)

### April 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Invision Management, Inc. (CRD 330151): Form ADV filing data as of October 2026.