Vision Research, LLC logo

Vision Research, LLC

Updated today

Client assets under management

$0

Clients

50

0% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

17

Very Low

Average account size

$0

About

Vision Research provides qualitative research and analytical services on U.S. equities to other investment managers, primarily hedge funds and mutual funds. Its deliverables include emailed "Vision Alerts" and periodic reports, and it supplies recommendations into clients' alpha-capture platforms.

The firm operates on a subscription-fee model, typically billing quarterly in advance and sometimes relying on broker-vote or soft-dollar arrangements for compensation, rather than charging percentage-of-assets or performance-based fees. Recommendations are disseminated on a rotational basis to platforms, and Vision Research does not manage client accounts, custody client assets, or exercise trading discretion.

Compared with many peers, Vision Research is notable for relying on subscription and periodical research products instead of traditional AUM-based or retail-facing services, and for serving exclusively institutional clients rather than individual or high‑net‑worth investors. It is also affiliated with a separate adviser that provides non‑U.S. equity research, reflecting a split of geographic research coverage across affiliated entities.

Client services

Newsletters or periodicals Investment research

Expertise

Active portfolio management

Occupation focus

Founder/Business Owner

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Fee options

Subscriptions

Subscription fees ranging from $6,000 to $100,000 annually, charged typically quarterly in advance

Other

Fee-only: Subscription fees generally ranging from $6,000 to $100,000 annually; typically charged quarterly in advance

Main office location

Vision Research, LLC

Dallas TX, United States

Number of offices

1

Most active in

Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Arpit S

Series 65

Dallas, TX

Vision Research, LLC

Arpit Sogani is a financial advisor at VR Fundamental LLC with eight years of industry experience. He holds a Series 65 designation and has previously worked at Vision Research LLC and the SMU Cox School of Business. VR Fundamental LLC provides subscription research and analytical services focused on non-U.S. equities to investment managers, primarily hedge funds and investment limited partnerships. The firm employs various security-analysis methods and delivers qualitative and quantitative insights through alerts and reports without managing client portfolios or executing trades.

Active portfolio management Founder/Business Owner
user avatar

Andrew M

CFA®, Series 65

Dallas, TX

Vision Research, LLC

Andrew Miller is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has worked at Vision Research, LLC since 2015, where he is one of three advisors. Vision Research, LLC provides qualitative research and analytical services on U.S. equities to investment managers such as hedge funds and limited partnerships. The firm combines fundamental and technical analysis with proprietary tools to deliver speculative trading ideas primarily through subscription-based reports and alpha-capture platforms.

Active portfolio management Founder/Business Owner
user avatar

Robert P

CFA®, Series 66

Dallas, TX

Vision Research, LLC

Robert Prather Jr. is a CFA® charterholder with 15 years of industry experience. He has been with Vision Research, LLC since 2012, where he serves as an advisor. Vision Research, LLC provides qualitative research and analytical services on U.S. equities to investment managers, primarily hedge funds and investment limited partnerships. The firm combines fundamental and technical analysis with proprietary tools to deliver speculative trading ideas for professional money managers.

Active portfolio management Founder/Business Owner
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