EnvisionX Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$839,722
Clients
2
50% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$419,861
About
EnvisionX Capital, LLC is an independent, single‑advisor investment adviser that provides discretionary portfolio management to individual investors, managing client accounts through Interactive Brokers and requiring a $300,000 minimum initial investment. Compensation is provided through a mix of performance‑based arrangements for qualified clients and asset‑based fees for other accounts, with trading and custody services handled by the broker.
The firm follows a global macro‑oriented process, systematically tracking country, sector and commodity markets and combining fundamental analysis with quantitative signals to build a long‑short portfolio consisting of stocks, ETFs and options; the strategy involves frequent trading with an average holding period of about 50 days. All client accounts are pooled into a single discretionary portfolio without client‑specific tailoring, and the adviser uses hedging, short positions, options and, at times, margin borrowing in client accounts.
What distinguishes this firm from many peers is its simultaneous use of performance‑based fees, derivatives and margin within separately managed, pooled accounts—an uncommon mix among independent advisers—while relying on Interactive Brokers’ global trading and custody capabilities. The principal’s advanced scientific training and long tenure at institutional asset managers and a hedge fund support a quantitatively driven investment approach and regular monthly video reviews to communicate portfolio results.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
20% of the appreciation of the portfolio each quarter for qualified clients, with a 12-quarter high water mark.
Account minimum: $300,000
Main office location
EnvisionX Capital, LLC
Palo Alto CA, United States
Number of offices
1
Most active in
EnvisionX Capital, LLC has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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