EnvisionX Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
EnvisionX Capital is a small independent advisory firm that provides discretionary portfolio management to individual investors, managing roughly $1.02 million across four client accounts through Interactive Brokers. It offers a pooled long-short strategy implemented with stocks, ETFs, and options and conducts daily trading with an average holding period of about 50 days.
The firm’s investment process blends global macro and country-/sector-level analysis with fundamental research and quantitative signals to drive asset allocation and stock selection. Portfolios are broadly diversified and hedged—using bonds, gold ETFs, short positions and options—and the adviser may employ margin for short-term opportunities; all accounts are managed together and clients generally cannot impose individual security restrictions.
Notably, the firm charges performance-based fees for qualified accounts and uses derivatives and borrowing (margin) within separately managed accounts—practices that are relatively uncommon among peer independent advisers. The principal brings multi-decade portfolio management experience and advanced academic credentials (including a CFA), and communicates with clients through regular monthly video performance reviews, reflecting a small, intensely managed client base.
Client services
Expertise
Fee options
20% of portfolio appreciation each quarter for qualified clients
Account minimum: $300,000
Main office
Palo Alto CA, United States
Most active in
California · Texas
Also doing business as
Envisionx Capital · Envisionx Capital, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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