Data / Investment advisers / Michigan / Vision Capital Partners
Vision Capital Partners, Ann Arbor, MI: $168 million AUM, SEC registered investment adviser
Vision Capital Partners is an SEC registered investment adviser with its main office in Ann Arbor, Michigan and reports $168 million in regulatory assets under management in its Form ADV filed September 18, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 175147
- SEC file number
- 801-100364
- SEC status
- Approved, effective June 12, 2015
- Legal name
- Vision Capital Partners, Inc.
- Main office
- 2211 Old Earhart Rd. Suite 155, Ann Arbor, MI 48105
- Phone
- (734) 356-3250
- Regulatory AUM
- $168,286,770 in the Form ADV filed September 18, 2026
- Discretionary AUM
- $168,286,770
- Accounts
- 382
- Employees
- 4, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 18, 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 | 43 | $129.4 million |
| Individuals (other than high net worth individuals) | 97 | $30.4 million |
| Pension and profit sharing plans | 3 | $6.6 million |
| Charitable organizations | 1 | $1.9 million |
| Corporations or other businesses | 1 | $8 |
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 |
|---|---|---|
| October 2, 2026 | $168.3 million | September 18, 2026 |
| December 1, 2025 | $146.6 million | September 16, 2025 |
Other advisers in Ann Arbor
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Concorde Asset Management, LLC | Ann Arbor | $598.4 million | Not listed | adviserinfo.sec.gov |
| Darden Wealth Group | Ann Arbor | $379.6 million | Not listed | adviserinfo.sec.gov |
| Cypress Capital Wealth Management LLC | Ann Arbor | $330.2 million | Not listed | adviserinfo.sec.gov |
| Renaissance Venture Capital Management, Inc. | Ann Arbor | $292.7 million | 5 | adviserinfo.sec.gov |
| Sage Hill Capital | Ann Arbor | $214.3 million | Not listed | adviserinfo.sec.gov |
| Four Financial Management | Ann Arbor | $162.7 million | Not listed | adviserinfo.sec.gov |
| Arbor Investment Management | Ann Arbor | $162 million | Not listed | adviserinfo.sec.gov |
| Arborfi Advisors, LLC | Ann Arbor | $148.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Ann Arbor, MI
- Investment advisers in Michigan
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Vision Capital Partners on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.