Data / Investment advisers / New York / Visdom Investment Group LLC
Visdom Investment Group LLC, Rye Brook, NY: $53.1 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Visdom Investment Group LLC is an SEC registered investment adviser with its main office in Rye Brook, New York and reports $53.1 million in regulatory assets under management in its Form ADV filed October 1, 2026. Its clients include high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 327619
- SEC file number
- 801-130619
- SEC status
- Approved, effective July 16, 2024
- Main office
- 4 International Drive Suite 110, Rye Brook, NY 10573
- Phone
- (203) 429-5633
- Regulatory AUM
- $53,087,330 in the Form ADV filed October 1, 2026
- Discretionary AUM
- $53,087,330
- Accounts
- 10
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 5
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 1, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 9 | $49.5 million |
| Corporations or other businesses | 1 | $3.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $53.1 million | March 31, 2026 |
| December 1, 2025 | $183.5 million | March 25, 2025 |
Other advisers in Rye Brook
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Troob Capital Management LLC | Rye Brook | $537.9 million | 5 | adviserinfo.sec.gov |
| Beacon Financial Advisors | Rye Brook | $228 million | Not listed | adviserinfo.sec.gov |
| Municipal Asset Management Inc | Rye Brook | $112.8 million | Not listed | adviserinfo.sec.gov |
| Schultze Asset Management, LP | Rye Brook | $71.6 million | 1 | adviserinfo.sec.gov |
| Hawks Point Capital Partners LLC | Rye Brook | $61.4 million | Not listed | adviserinfo.sec.gov |
| Camp Eight Management, Inc. | Rye Brook | Not listed | 10 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Rye Brook, NY
- Investment advisers in New York
- Advisers with $50 million to $100 million in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Visdom Investment Group LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.