Vision Research, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Fee options
Subscription fees ranging from $6,000 to $100,000 annually, charged typically quarterly in advance
Fee-only: Subscription fees generally ranging from $6,000 to $100,000 annually; typically charged quarterly in advance
Main office
See officeDallas TX
Advisors at this office
1
Offices (2)
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
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
Advisors at this firm
Arpit S
Series 65
Dallas, TX
Vision Research, LLC
Arpit Sogani is a financial advisor at Vision Research, LLC in Dallas, TX, holding a Series 65 designation with eight years of industry experience. He has worked at Vision Research since 2016 and was previously associated with the SMU Cox School of Business for two years. Vision Research provides qualitative research and analytical services on U.S. equities primarily to hedge funds and mutual funds. The firm operates on a subscription-fee model and serves exclusively institutional clients without managing client accounts or exercising trading discretion.
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.
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.
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