# The Visualize Group LP

> The Visualize Group LP is an SEC-registered investment advisory firm in New York, NY, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 15, 2026.

- CRD: 327531
- Filed as: THE VISUALIZE GROUP LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: September 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/327531
- AdvisorCensus page: https://advisorcensus.com/firm/the-visualize-group-lp-new-york-ny-327531

## Quick answers

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

**Where is The Visualize Group LP located?**
The Visualize Group LP's principal office is in New York, NY, according to its Form ADV.

**Is The Visualize Group LP registered with the SEC or a state?**
The Visualize Group LP is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327531.

**How much does The Visualize Group LP manage?**
The Visualize Group LP reports $396,051,145 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (100% discretionary).

**How have The Visualize Group LP's assets and staff changed since 2023?**
In the Form ADV data for The Visualize Group LP: Regulatory assets under management: $183,378,521 in the October 2024 data and $396,051,145 in the October 2026 data, up 116%. Total employees: 6 in October 2023 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does The Visualize Group LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).

**Which custodians does The Visualize Group LP use?**
The Visualize Group LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Goldman Sachs & Co. LLC and Morgan Stanley & Co. LLC as custodians holding 10% or more of its separately managed account assets.

**Does The Visualize Group LP 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/327531

**What changed in The Visualize Group LP's recent Form ADV filings?**
In the October 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

### Custodians (Schedule D, Section 5.K(3))
- Goldman Sachs & Co. LLC
- Morgan Stanley & Co. LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $396,051,145
- Discretionary: $396,051,145
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $239,094,341 |
| Other | Fewer than 5 | $156,956,804 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2023 (3 years)
- Employees: 10 total, 8 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [thevisualizegroup.com](https://thevisualizegroup.com)
- LinkedIn @the-visualize-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | Not reported | 6 | July 31, 2023 |
| October 2024 | $183,378,521 | 6 | September 27, 2024 |
| October 2025 | $262,241,038 | 7 | March 31, 2025 |
| October 2026 | $396,051,145 | 10 | September 15, 2026 |

Regulatory assets under management: $183,378,521 in the October 2024 data and $396,051,145 in the October 2026 data, up 116%.
Total employees: 6 in October 2023 and 10 in October 2026.

## Changes in the filing (last 12 months)

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

### April 2026
- Employees performing advisory functions went from 6 to 8.
- Regulatory assets under management went from $262,241,038 to $396,051,145 (+51%).

### March 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. The Visualize Group LP (CRD 327531): Form ADV filing data as of October 2026.