The VISE AI ADVISORS is a privately held investment adviser that advises $8.53Bn in regulatory assets under management held in 1 SEC fund types across 0 investment strategies. VISE AI ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 5,807.7% over the last 5-years.
The Group has been registered with the SEC for 7.04 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 521 BROADWAY 3RD FLOOR, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 44 employees comprised of 20 investment and 24 non-investment staff. The total number of Employees decreased by 20% over the last 5-years.
Their $8.53Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 399 other accounts. Assets of High Net Worth Individuals clients own $5.22Bn or 61.27% of Total Assets and Individuals own $2.83Bn or 33.16% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
VISE AI ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.